Modera Wealth Management

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6 Wall St

Asheville, NC 28801

+1 (828) 255-0271

https://moderawealth.com

Modera Wealth Management, based in Asheville, NC, is a fee-only, fiduciary advisory firm dedicated to providing personalized wealth management solutions to clients, including business owners, families, retirees, and LGBTQ individuals. With an emphasis on clarity, simplicity, and tailored financial strategies, Modera aims to support clients through complex financial situations while prioritizing their best interests.

Since its founding in 1983, Modera has upheld a client-first philosophy, prioritizing a culture of excellence and diverse perspectives within its proactive investment team. The firm's commitment to unbiased advice, centered on sophisticated financial planning and investment management, distinguishes it as a trusted partner for clients seeking to achieve their long-term financial goals.

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Modera Wealth Management-Financial Advisors & Financial Plan

Parsec Financial

Reviews

3.04 reviews

Cat C.

1/16/2020

My husband and I have been clients of Parsec Wealth Management since 1990. We have been extremely pleased and have benefited tremendously from the financial advice from the staff at Parsec. Not...

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Dian M.

8/31/2019

After YEARS of doing our taxes, they decided to drop us as a client because they only want to work with "wealth management clients". Unless you have them invest your money, they want nothing to do...

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Mark W.

1/31/2019

The green grass was beautiful and had a slight tint to it that allowed me to fully see all of the colors. After treating me with much respect, the valet allowed me to continue walking on it even...

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Dan H.

6/12/2018

I was a Parsec client. After I shattered my right leg and underwent almost two years of physical therapy, I did not follow Parsec actions very closely during this time. When I was better, I...

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Modera Wealth Management-Financial Advisors & Financial Plan

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Asheville, North Carolina. 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. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC, located in Asheville, NC, offers personalized financial advisory services aimed at helping clients achieve their financial goals. The firm is staffed by qualified professionals holding various prestigious designations, including CFP, AAMS, and CFA, ensuring a comprehensive approach to financial planning and investment management. With a focus on ethical practices and continuous education, Ameriprise advisors are equipped to address a wide range of financial needs, from retirement planning to estate management. Their expertise spans multiple areas, including wealth management, behavioral finance, and specialized services for seniors and those navigating divorce. Generated from the website