Overview

Modera Wealth Management

Information by Research Trustfinance

https://www.moderawealth.com/

Modera Wealth Management is an employee-owned, independent advisory firm that provides comprehensive, fee-only financial planning and investment management. The firm operates as a fiduciary, prioritizing clients' best interests. Its history includes a 2020 merger with Back Bay Financial Group and the 2023 acquisition of Parsec Financial, significantly expanding its presence and expertise. Modera is dedicated to providing personalized, objective advice to help clients achieve their financial goals across all stages of life.


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Insurance
  • Other Service

Regulation

  • Securities and Exchange Commission