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Modera Wealth Management
Financial Planner in Atlanta GA
Areas of Expertise | financial planner |
∞ 0 recommend
5555 Glenridge Connector, Suite 150
Atlanta, GA
30342
Modera Wealth Management is a fee-only fiduciary wealth management firm in Atlanta, GA. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Disclosure: Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation.
Mon - Fri 8:30AM - 5:00PM
Sat - Sun Closed
Holidays Closed