Modera Wealth Management-Financial Advisors & Financial Plan

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22 Depot St
Tryon, NC 28782
Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Tryon, 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.

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1.01 reviews
Tina D.
6/11/2024

This is a fucked up business where they lose your hard earned money. STEER CLEAR! I made the mistake of letting them manage my retirement account and over the course of 10 years, it's almost...

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