Modera Wealth Management
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.
Nationwide fee-only fiduciary since 1983
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Claim This Profile →About Modera Wealth Management
Modera Wealth Management is among the longest-standing fee-only fiduciary firms in the U.S., providing comprehensive financial planning and investment management across more than a dozen offices nationwide. The firm emphasizes long client relationships, integrated tax-aware planning, and specialized support for business owners, physicians, executives, and complex family balance sheets.
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