Dikun John P CPA
Modera is a fee-only wealth management firm that prioritizes delivering sophisticated financial planning services in a highly personalized manner. With a client-first philosophy dating back to 1983, Modera offers tailored solutions for a diverse range of clients, including business owners, divorcees, doctors, executives, families, LGBTQ individuals, retirees, special needs families, surviving spouses, and women.
The firm's proactive and positive problem-solving approach, coupled with a culture of excellence and diverse perspectives, ensures that clients receive sophisticated, practical, and personalized advice to navigate their financial futures with confidence and clarity. Modera's services encompass financial planning, investment strategies, retirement planning, estate planning, income tax planning, and risk analysis, all designed to empower clients to simplify their financial situations and achieve their unique goals.
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