Fiduciary

Modera Wealth Management

Annapolis, Maryland

★ 5.0 (2 reviews)
Call (410) 626-8198 Visit website →

About

Modera Wealth Management is a fee-only fiduciary firm in Annapolis, Maryland, offering estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. The firm specializes in estate planning, insurance planning, investment management, retirement planning, tax strategy, and wealth management. They conduct business in English.

Specialties

Estate Planning Insurance Planning Investment Management Retirement Planning Tax Strategy Wealth Management

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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