Modera provides thoughtful financial counsel to discerning individuals and organizations. We operate on a fee-only model that puts our clients’ needs ahead of our own. Modera manages over $4.95 billion in regulatory assets under management. Due to regulatory considerations, please note that I ...more

Modera provides thoughtful financial counsel to discerning individuals and organizations. We operate on a fee-only model that puts our clients’ needs ahead of our own. Modera manages over $4.95 billion in regulatory assets under management. Due to regulatory considerations, please note that I cannot accept any endorsements or recommendations. As a result, please do not endorse Modera Wealth Management, LLC or me or post any endorsements of either on my LinkedIn page. Also, please be advised that Modera Wealth Management, LLC and I are not responsible for any post here by any third party and do not encourage anyone to post here on our behalf.less