Modera Wealth Management

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85 Peachtree Rd
Asheville, NC 28803
+1 (828) 277-7400
https://moderawealth.com

Modera Wealth Management is an independent, fee-only financial advisory firm based in Asheville, North Carolina. With a team of experienced professionals, including credentialed tax specialists, they work alongside clients' financial advisors to minimize tax liability and provide comprehensive wealth management services. Recognized for their client-centered approach, Modera is ranked 69th on Barron's list of Top 100 RIA Firms.

As a fiduciary, Modera always prioritizes their clients' best interests, offering personalized financial planning and investment strategies. They specialize in serving a diverse range of clients, including business owners, divorcees, doctors, executives, families, LGBTQ individuals, retirees, special needs individuals, surviving spouses, and women. Committed to giving back to the community, Modera is dedicated to providing exceptional advisory support and client service.

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United States›North Carolina›Asheville›Modera Wealth Management