Modera Wealth Management

Services Offered

• Retirement planning
• Education planning
• Income tax planning
• Estate planning
• Trust and legacy planning
• Philanthropic planning
• Investment management
• Portfolio analysis
• Risk protection

About

Modera Wealth Management is a fee-only fiduciary wealth management firm located in Annapolis, Maryland. The firm offers a wide range of services including retirement planning, education planning, income tax planning, estate planning, and trust and legacy planning. They also provide sophisticated investment management, portfolio analysis, and risk protection strategies. Modera Wealth Management serves individuals and families seeking comprehensive financial guidance to achieve their wealth management goals.

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