Modera Wealth Management

Modera Wealth Management is a highly regarded financial advisory firm based in Asheville, NC. With a client-first philosophy and a team of proactive problem solvers, Modera specializes in providing sophisticated, fee-only wealth management services to a diverse range of clients, including business owners, divorcees, doctors and dentists, executives, families, LGBTQ individuals, retirees, special needs families, surviving spouses, and women. Their personalized approach and comprehensive services, which include financial planning and investment management, aim to simplify complex financial situations and empower clients to make informed decisions about their financial future.

Established in 1983, Modera has a long-standing reputation for excellence and a commitment to delivering tailored solutions that meet the unique needs and goals of each client. Their team of experienced professionals leverages their expertise to provide practical and personalized advice, ensuring that clients receive the clarity and support they need to navigate their financial journey with confidence. Whether it's designing a portfolio, strategizing equity-based compensation, planning for retirement, or managing the financial complexities of a divorce or special needs situation, Modera is dedicated to helping clients live well and achieve their financial objectives.

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