At your service are the people of Modera, all highly trained financial professionals with a wide breadth of industry experience and depth of expertise. Offering proactive financial guidance for income tax strategies, risk management, and much more, with the aim to anticipate problems and develop responses before they arise. Our extensive experience lends us to assist with unforeseen life transitions, including retirement, divorce and widowhood.

6101 Carnegie Blvd Suite 220
Charlotte, NC 28209

Call us today at 704-358-3322