Modera Wealth Management is an independent, fee-only financial advisory firm located in Wayne, Pennsylvania, serving clients in the greater Philadelphia area. With a focus on personalized wealth management, the tight-knit team offers meticulous financial planning, disciplined investing, and day-to-day guidance with a warm, human touch.
Specializing in serving a diverse range of clients, including business owners, executives, LGBTQ individuals, retirees, and more, Modera Wealth Management prioritizes its clients' interests by providing comprehensive financial planning services, estate and trust planning, retirement planning, tax planning, and more. Recognized for its commitment to client care and expertise, the firm was ranked 69th on Barron's 2023 list of Top 100 RIA Firms.
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