Teams at Modera Wealth Management

Support advisors across the client lifecycle: conduct client interviews, develop comprehensive financial plans (investments, tax, retirement, estate, executive comp, risk, cash flow, education), assist implementation, attend client meetings, review investment reports, coordinate client service and onboarding, research planning strategies and tax changes, and support wealth management projects.

Manage client relationships, develop customized financial plans, facilitate communication among team members, mentor junior advisors, and foster new business opportunities.

The Advisory Manager leads a team of financial planning associates in delivering client support, ensuring compliance, and enhancing team development through mentorship and performance monitoring.