Modera Wealth Management is a fee-only firm offering objective, fiduciary advice to individuals and families in Boston. Their team integrates financial planning with investment management, covering retirement, estate, and tax planning. They emphasize low-cost, diversified portfolios designed to withstand market volatility.

With a client-first ethos, they provide transparent, conflict-free guidance tailored to each client’s financial journey. Their collaborative approach ensures clients feel confident and informed at every stage.