Modera Wealth Management - Financial Advisors & Financial Planners - Annapolis, MD

Modera Wealth Management - Financial Advisors & Financial Planners - Annapolis, MD

4 582 Bellerive Road # d, Annapolis, 21409 (410) 626-8198 Website

Opening hours ( 9 Jun - 15 Jun)

  • This week| Next week

  • Monday

    -

  • Tuesday

    -

  • Wednesday

    -

  • Thursday

    -

  • Friday

    -

  • Saturday

    closed

  • Sunday

    closed

Late night shopping

Late night shopping unknown

Late night shopping

Sunday shopping unknown


Company description

Modera Wealth Management (previously Bay Point Wealth) is a fee-only wealth management firm in Annapolis, Maryland. 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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