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Modera Wealth Management (est. 1983)

We Make a Difference in Our Clients' Lives

(617) 247-0518 535-541 Boylston Street, Boston, MA 02116 Monday to Friday: 8:30 AM - 5:30 PM Official site

Categories: Financial Planning

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As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions and philanthropic organizations as a financial advisor to build customized plans and portfolios in their best interest. Our financial planners provide objective advice, personal attention and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients successfully in making informed financial decisions. 

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