Tom Orecchio, CFA, CFP, ChFC, CLU, AIF
As a fee-only wealth management firm, Modera works with individuals, families,
trusts, institutions, and philanthropic organizations to build customized plans
and portfolios in their best interests. We provide objective advice, personal
attention, and comprehensive resources to help our clients reach their unique
goals. From financial planning to portfolio management, we understand the
nuances of managing wealth and have been guiding generations of clients in
making informed financial decisions.