Modera Wealth Management is a fee-only, independent wealth management firm with roots dating back to 1983. Their Boston office is located at 535 Boylston St., Suite 1101, Boston, MA 02116.
The firm offers a comprehensive range of services, including investment strategy, comprehensive financial planning, education savings, estate and trust planning, insurance planning, retirement planning, tax planning, and ERISA business retirement services.
Modera Wealth Management serves a diverse clientele, such as business owners, individuals undergoing divorce, doctors and dentists, executives, families, LGBTQ+ individuals, retirees, special needs individuals, surviving spouses, and women.
The Boston team is led by experienced professionals like George Padula, who specializes in working with small business owners, college planning, retirement planning, endowments and foundations, and charitable giving.
Modera Wealth Management is committed to acting in its clients’ best interests as a fiduciary, providing personalized advice to simplify complex financial situations.
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