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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.

View Top Employees from Modera Wealth Management
Website https://www.moderawealth.com
Revenue $17 million
Employees 158 (144 on RocketReach)
Founded 1983
Address 56 Jefferson Ave, Westwood, New Jersey 07675, US
Phone (704) 540-5535
Technologies
Industry Financial Services, Finance, Wealth Management, Investment Banking, Consulting, Portfolio Management, FinTech, Information Technology, Insurance
Web Rank 7 Million
Keywords Wealth Management Products, Financial Planning, Retirement Planning, Estate Planning, Investment Management Services, Tax Planning, Financial Advice, Financial Counseling
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

Modera Wealth Management Questions

The Modera Wealth Management annual revenue was $17 million in 2024.

Tom Orecchio is the CEO of Modera Wealth Management.

144 people are employed at Modera Wealth Management.

Modera Wealth Management is based in Westwood, New Jersey.

The NAICS codes for Modera Wealth Management are [52, 523, 5239, 52393].

The SIC codes for Modera Wealth Management are [62, 628].

Top Modera Wealth Management Employees

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