We believe in helping you thrive, and at Modera, we have been doing just that since 1983. Our predecessor firm was one of the country's first fee-only advisories, setting the stage for our commitment to aligning the best interests of the firm and its clients. Today, we proudly operate in 16 Eastern cities and manage over $11.4 billion in client assets.
A Personal Service Experience
At Modera, we prioritize giving our clients an exceptionally personal service experience. We understand that financial matters can be complex and overwhelming, which is why we strive to make the process as seamless as possible. Our team is dedicated to building meaningful relationships, taking the time to understand your unique goals and aspirations.
Access to New Investment Opportunities
As our firm has grown, so has our ability to provide you with access to new investment opportunities. Our increased scale allows us to streamline and centralize our operations, focusing even more attention on you. Additionally, our expanded brain trust ensures that you have access to a wealth of expertise and knowledge, putting you in a stronger position to achieve your financial objectives.
Consolidating Assets for Lower Fees
Consolidating the pool of assets we manage not only benefits you by opening up new investment opportunities but also gives us the power to negotiate lower fees on your behalf. We believe in maximizing the value of your investments and continuously seek cost-effective solutions that align with your financial goals.
Modera has been recognized for its exceptional service and commitment to excellence.
Our Awards and Recognition
Over the years, Modera has been honored with numerous awards and accolades, reinforcing our dedication to providing top-notch service to our clients. Some of our notable achievements include:
- Pensions & Investments Magazine recognizes Modera as one of the Best Places to Work in Money Management for eight consecutive years from 2016 to 2023.
- Barron's honors Modera in its Top 100 Registered Investment Advisor Firms list in 2020, 2021, 2022, and 2023.
- Modera is ranked in USA Today's inaugural list of Best Financial Advisory Firms of 2023, based on client and peer recommendations, as well as the growth of assets under management (AUM).
- Financial Advisor Magazine ranks Modera 68th in its 2023 RIA Firm Ranking, a testament to our continuous growth and success.
- Mindy Neira, a member of our team, received NAPFA's 2022 Inspiring Leader Award for her outstanding contributions to the industry.
- Modera is recognized as the 8th fastest-growing firm on Financial Advisor Magazine's list of Top 50 Fastest Growing Firms.
- Investment News includes Modera in its ranking of the 75 Best Places to Work for Financial Advisors from 2018 to 2021.
These awards reflect our commitment to excellence and our unwavering dedication to our clients' financial success.
At Modera, we believe in helping you thrive. Our deep-rooted expertise, unwavering trustworthiness, and friendly work style set us apart. Join us on this exciting journey toward financial prosperity.
