Modera Wealth Management

Single Family Office Investment Firm

Modera Wealth Management is a fee-only fiduciary advisory firm focused on providing comprehensive services including retirement, estate, and tax planning. They have a client-first philosophy and construct tailored, diversified portfolios aligned with client objectives.

Firm Investment Focus

Investment Stages

Late Stage

Focus Areas

Financial Services
Recent Activity

Deal activity and portfolio updates would appear here

Connect your data source to see recent transactions