Modera Alternative Investments LP is an independent, fee-only financial advisory firm located in Westwood, New Jersey. With a team of experienced wealth managers and advisors, they offer highly personalized and meticulous financial planning, disciplined investing, and day-to-day guidance to help clients streamline their complex financial lives and manage significant wealth.
As an independently owned firm, Modera puts their clients' interests first, evidenced by their fee-only compensation and fiduciary responsibility. They provide a range of services, including comprehensive financial planning, investment strategy, education savings, estate and trust planning, insurance planning, retirement planning, tax planning, and ERISA business retirement services.
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