Modera Wealth Management, LLC

About Us

At Modera, our wealth management service includes both investment management and financial planning. Our process involves an in-depth analysis of your current financial circumstances, long-term goals and risk tolerance. We then develop a personalized financial plan that covers investments, retirement planning, education planning, taxes, estate planning and insurance. And since the only constant in life is change, we update your plan annually to monitor our progress toward achieving your goals.

This holistic approach allows us to help you with long-term planning. When can you retire? How much should you be saving? Or are you in retirement and need to make sure that your assets will last your lifetime? The answers to these questions are crucial in giving you the confidence you need to invest wisely.

Modera Wealth has offices located in Annapolis and Stevensville MD.