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Modera Wealth Management

Small Business Financial Services

Updated on Sep 17, 2025

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Image for Modera Wealth Management with ID of: 6699721
Description:
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.

Business Hours:
Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed

Date of Company Formation:
1983

For more information, please contact us with the details below:

Contact Telephone:
(678) 833-1166

Contact Email:
[email protected]

Map

Modera Wealth Management

5555 Glenridge Connector Suite 150 Atlanta, Georgia 30342

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