Modera Wealth Management

Modera Wealth Management is a fee-only fiduciary wealth management firm in Charlotte, NC. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust...

Modera Wealth Management is a fee-only fiduciary wealth management firm in Charlotte, NC. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Disclosure: Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training.