Modera Wealth Management is a fee-only fiduciary wealth management firm in Asheville, NC. 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.
Website: moderawealth.com
Phone: (828) 255-0271
Cross Streets: Near the intersection of Wall St and Battery Park Ave
Closed now
- Tue 9:00 AM - 5:00 PM
6 Wall St Asheville, NC 28801 ·239.09 mi
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Reviews
yelpMy wife and I have been doing business with Moderna/Parsec for seventeen years and could not be happier. Great people who sincerely care for their clients. Our earnings have been good too with...
MoreAfter YEARS of doing our taxes, they decided to drop us as a client because they only want to work with wealth management clients. Unless you have them invest your money, they want nothing to do...
MoreThe green grass was beautiful and had a slight tint to it that allowed me to fully see all of the colors. After treating me with much respect, the valet allowed me to continue walking on it even...
MoreI was a Parsec client. After I shattered my right leg and underwent almost two years of physical therapy, I did not follow Parsec actions very closely during this time. When I was better, I...
MoreMy husband and I have been clients of Parsec Wealth Management since 1990. We have been extremely pleased and have benefited tremendously from the financial advice from the staff at Parsec. Not...
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