Modera Wealth Management

More Info

We Make a Difference in Our Clients' Lives

General Info

As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions and philanthropic organizations as a financial advisor to build customized plans and portfolios in their best interest. Our financial planners provide objective advice, personal attention and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients successfully in making informed financial decisions.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Fax: (201) 768-1111

Services/Products

Comprehensive wealth management, financial planning and integrated investment management.

Brands

Dimensional Financial Advisors (DFA)

Languages

English, Spanish

Accreditation

National Association of Professional Financial Advisors (NAPFA), Financial Planning Association (FPA), Pascack Valley Chamber of Commerce, Ridgewood Chamber of Commerce

Other Links

https://www.moderawealth.com/contact-an-advisor/westwood-nj-modera-financial-planners

http://moderawealth.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

Reviews

Details

Phone: (201) 768-4600

Address: 56 Jefferson Ave, Westwood, NJ 07675

Website: https://www.moderawealth.com/contact-an-advisor/westwood-nj-modera-financial-planners