Modera Wealth Management
South Asheville, North Carolina

Are you looking for a credentialed tax team who works alongside your financial advisor to minimize your tax liability? We are happy to help!

Andrew Small

Director of Tax Services

Beth Downer

Senior Tax Specialist

Brad Burlingham

Tax Manager, Principal

Candice Canino

Tax Manager

Cheryl Miller

Tax Specialist

Julie Wilkerson

Tax Specialist

Katie Wilken

Tax Services Administrator

Mollie Swann

Tax Manager

Sayaka Jacobin

Tax Specialist

We are independent, fee-only financial advisors

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.