Modera Wealth Management of Boston

Modera Wealth Management of Boston is a financial planner in Boston, MA. The firm provides fiduciary, fee-only financial planning and investment guidance for clients in Boston and surrounding areas. Its services include meticulous financial planning, disciplined investing, and day-to-day guidance for individuals, families, and businesses. The firm serves neighborhoods including Allston, Back Bay, Beacon Hill, Brighton, Charlestown, Chinatown/Leather District, Dorchester, Downtown Boston, East Boston, Fenway Kenmore, Hyde Park, Jamaica Plain, Mattapan, Mission Hill, North End, Roslindale, Roxbury, South Boston, South End, West End, and West Roxbury. Modera has roots dating to 1983, when its predecessor firm became one of the country’s first fee-only advisories to align the interests of the firm and its clients. The firm is independently managed and majority employee-owned, with approximately one-third of its staff as shareholders. It manages assets for more than 6,300 individuals, families, and businesses. The team has over two decades of experience working with anesthesiologists, helping them navigate high-income taxes, student loan debt, and asset protection. The firm also assists business owners with tax-savvy retirement plans, liability reduction, and business valuation. It supports executives with equity-based compensation, deferred compensation, and restricted stock units. The firm helps doctors and dentists select retirement plans and maximize assets. It provides compassionate guidance for clients going through divorce, including asset inventory and valuation. The firm offers multi-generational family wealth management, including estate planning, charitable giving, and financial literacy for adult children. It coordinates with an in-house tax team to facilitate tax returns and fiduciary returns. The firm’s approach is characterized by confident humility and a contagious growth mindset.

The firm is located on Boylston Street, near the Copley Square Fountain and the Phillips Brooks Memorial.

BizScoreAI gives Modera Wealth Management a Content Quality score of 100 out of 100, which means the website clearly describes its pages and answers customer questions so AI assistants can quote it directly. The firm receives a Technical score of 89 out of 100.