As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions and philanthropic organizations as a financial advisor to build customized plans and portfolios in their best interest. Our financial planners provide objective advice, personal attention and comprehensive resources to help our clients reach their unique goals. From financial planning to...
At Cambridge Southern Financial Advisors, we operate under a stringent code of ethics, placing our clients at the center of our focus. Since we are compensated solely by our clients and do not accept any commissions or payments from outside sources, we in a unique position to provide truly objective advice. Our clients derive significant benefits as a result.
Our wealth management fee is based...