Modera Wealth Management is a well-respected financial advisory firm that has been serving clients in Atlanta and beyond for several decades. The firm specializes in providing comprehensive financial planning and wealth management services to individuals, families, and institutions. Modera’s team of advisors takes a holistic approach to financial planning, ensuring that every aspect of a client’s financial life is carefully considered and managed. From retirement planning and tax strategy to estate planning and investment management, Modera’s services are designed to help clients achieve their long-term financial goals. As a fiduciary, Modera is committed to acting in the best interest of its clients at all times, offering unbiased advice and transparent fee structures. The firm’s personalized approach and dedication to client success have made it a trusted partner for many high-net-worth individuals and families across the region.
Comprehensive financial planning, investment management, and retirement planning.
Individuals and families seeking holistic financial planning and wealth management services.
Yes, Modera acts as a fiduciary, putting clients’ interests first.