TampaBayTide | Tampa Bay - Local Discovery

Search services or businesses…

business or service...

Tampa Bay

Open Now

Modera Wealth Management

4.8

• (1 reviews)

• Financial Planner

Financial Planner

221 W Main Street, Inverness, Florida 34450

59.30

221 W Main Street, Inverness, Florida 34450

59.30

See All photos

Directions

Call now

Website

Overview

Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only Registered Investment Advisers. True fiduciary financial consultants who make objective and transparent financial recommendations. Call today to see how we can help manage and grow your wealth.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

Photos & videos

See All

Photos & videos

See All

Reviews

Submit a review

4.8

1 reviews

Pricing

4.8

Overall

4.8

Quality

4.2

Innovativeness

4.5

Submit a review

Synergy AI assistant

Tue, Feb 24, 2026

4.8

This location has been a trusted source of financial guidance since 1983, providing a range of services including investment management, estate planning, and retirement planning. The certified wealth management and fiduciary financial advisors at Modera's Inverness office are fee-only Registered Investment Advisers, making objective and transparent financial recommendations to their clients. The office is wheelchair accessible, with a parking lot, entrance, and restroom available for visitors. However, it's worth noting that appointments are recommended for planning and service.The staff at Modera's Inverness office are knowledgeable and trustworthy, as evident from the positive client feedback. One client praised Mr. Ceparano's expertise, stating that they trust him 100%. The office's commitment to providing high-quality service is reflected in its 5-star rating. Despite this, some clients may find the range of services offered to be limited, but overall, Modera's Inverness office is a reliable choice for those seeking financial guidance. The office's working hours are standard, with consistent hours on weekdays but no service on weekends.