Fiduciary

Modera Wealth Management

Atlanta, Georgia

Call (678) 833-1166 Visit website →

About

Modera Wealth Management is a fee-only wealth management firm based in Atlanta offering estate planning, financial planning, investment management, retirement planning, and tax strategy services. The firm operates as a fiduciary and serves clients seeking comprehensive planning across multiple life stages and financial areas

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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