Modera Wealth Management Email Format

Financial ServicesNew Jersey, United States201-500 Employees

Modera Wealth Management is a fee-only fiduciary financial advisory firm that focuses on a thorough, individualized assessment of each client’s financial picture. It provides prompt responses and tailored solutions that prioritize clients’ interests, along with year-round support across a broad range of financial matters. By operating under a fiduciary standard, the firm aims to deliver objective advice and peace of mind for clients.

Based in Westwood, New Jersey, Modera traces its roots to 1983, when its predecessor firm was among the first fee-only advisory practices, and it now serves clients across the United States with an East Coast footprint from Massachusetts to Florida. Recent developments include the addition of wealth manager and principal Allen Giese in mid-2026 and a Florida expansion via a Northstar transaction, signaling ongoing growth.

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