Modera Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC (Fairview Rd)
Business hours
| Monday | 8:30am to 5:00pm |
| Tuesday | 8:30am to 5:00pm |
| Wednesday | 8:30am to 5:00pm |
| Thursday | 8:30am to 5:00pm |
| Friday | 8:30am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Charlotte, North Carolina. 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. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.
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