Modera Wealth Management, LLC

Modera Wealth Management, LLC Fee only financial planning, investment, and tax services. Everything you need in one place.

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able

and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com. Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.

10/20/2025

Give us a follow!👍Since joining Modera Wealth Management in 2024, our Annapolis team has been proud to be part of a national, fee-only firm dedicated to providing independent financial advice.

As part of our full integration, we’ll now be sharing all updates from Modera’s primary LinkedIn and pages.

Follow us here to stay connected:

Facebook: Modera Wealth Management 🔗 https://www.facebook.com/ModeraWealthManagement/

LinkedIn: Modera Wealth Management 🔗 https://lnkd.in/eiumk8HF

We look forward to continuing to share valuable planning insights, firm news, and community highlights with you!

Address

56 Jefferson Avenue
Westwood, NJ
07675

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+1 410-626-8198

Website

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Our Story

Integrating planning, investments, and taxes is great, but we can’t do this successfully without understanding your perspective.

We know how important it is to listen and hear your perspective. We do our best to put ourselves in your shoes and understand what is important to you. We feel it is essential to building a long-lasting relationship of trust and mutual respect.

We choose (and have since our founding) to hold our firm to the fiduciary standard, which means we are legally and ethically required to put your best interest first, even above our own. We're committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost, free from concerns about our own commissions for selling you financial products.

We ensure accuracy and are up to date on the latest news and research. In fact, as members of NAPFA, we are required to have 30 more annual hours of Continuing Education than many other advisory firms and as CPAs, we are required to have 40 hours of accounting and tax education a year, as well.