Modera is an independent, fee-only wealth management and financial planning firm based in Boston, MA. , we offer retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis, and college or

Texas. Our mission is to provide quality tax and financial services to individuals, businesses, with three levels of assurance based on risk tolerance: audits, reviews and compilations. Our grant monitoring, financial and retirement planning, cash management, evaluation of internal controls and estate planning

. We provide a range of services, including audits, tax returns, bookkeeping, and consulting. We also specialize in business advisory services such as budgeting, cash flow management, and risk assessment. With our technical expertise and commitment