Matrix Wealth Advisors Staff Are Now Part of Modera Wealth Management!

We are pleased to announce that effective July 1, 2018, we have been acquired by Modera Wealth Management, LLC (“Modera”), an independent, fee-only wealth management firm with offices in Georgia, Florida, Massachusetts, New Jersey and North Carolina. As of that date, our location will be the Charlotte office of Modera. Karl H. Graf, one of the principals of Modera, recently re-located to Charlotte from New Jersey and will assume leadership of the location.

We’re pleased to be joining Modera, a growing firm with values and wealth management philosophies similar to our own. Modera also is dedicated to operating as a fee-only fiduciary, providing objective advice in the best interests of its clients, remaining independent and working to deliver exceptional service.

We believe Modera will provide depth to our specialties and can provide more sources of experience to draw upon to assist you. Our combined team results in a team of about 65 employees, including approximately 31 CFP® professionals, four with the Chartered Financial Analyst® (CFA®) designation, five CPAs, two Certified Divorce Financial Analysts (CDFA), two Certified Trust and Financial Advisors (CTFA), a Certified Investment Management Analyst (CIMA), and one JD.

Please click here to be redirected to the ModeraWealth.com website. If you would like to have a conversation about this acquisition, please do not hesitate to reach out to us. The phone number to reach us at Modera is unchanged at (704) 358-3322.

We are so grateful for the trust and confidence you, our clients, have placed in us. We look forward to continuing to serve you and your families in the years ahead.

Sincerely,
Karl, Giles, Jonie, Janice, Donna, Lucy and Pam
The New Charlotte Office of Modera Wealth Management