Modera is a fee-only financial planning and consulting firm that offers investment management, estate planning, risk management, tax strategy, retirement planning. The firm has billions in assets under management and serves both individuals and high-net-worth individuals. They also work with institutional clients, including pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and other corporations1.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Modera Wealth Management is a wealth manager based in McLean, United States, managing approximately $4.4B in assets.
Modera Wealth Management is headquartered in McLean, United States.
Modera Wealth Management manages approximately $4.4B in assets under management.
Modera Wealth Management focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital, Debt Management, Equity/Mutual Funds, ETFs, Investment Management.
Verified contact details, key decision-makers, and investment preferences for Modera Wealth Management are available on LPbacked. Create a free account to access them.