Modera Wealth Management is an independent wealth management firm providing fee-only advice and personalized financial services. Its offerings include financial planning, investment management, tax services, trust services, and business retirement services, as well as support for foundations, endowments, and nonprofits. Modera works with clients in a range of circumstances, including business owners, executives, retirees, multigenerational families, and people navigating divorce or special-needs planning. The firm also serves professionals such as doctors, dentists, and anesthesiologists, and offers resources including financial planning guides, investment commentary, and webinars.

On August 1, 2026, Marathon Wealth Management, Inc. officially joined forces with Modera. The firms share an investment approach and wealth management philosophy, with a commitment to independent, fee-only advice. Marathon’s Aaron and Diana joined Modera and continue serving clients from the Albany, New York office at 300 Great Oaks Boulevard, Suite 300. The combination is intended to strengthen the resources and service available to clients while preserving personalized relationships. Modera also provides access to advisors through consultations and maintains offices across multiple states.