Missie Beach CFP®, CDFA®

Financial Advisor

Missie Beach is a Financial Advisor at Modera Wealth Management, LLC®. Her role involves working with clients to formulate planning goals, develop and implement wealth management strategies and monitor clients’ progress in working towards their financial and investment goals. Missie has experience in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.  For clients involved in a divorce, she also works with individuals to help them gather financial data, assists with budgets and evaluates multiple financial matters so clients understand the long-term effects of any given divorce settlement.  Missie also serves as a member of the firm’s Financial Planning Committee. 

Prior to joining Modera, Missie spent many years offering investment counsel and financial planning to high-net-worth individuals, families and not-for-profit organizations at Homrich Berg, an independent wealth management firm. Prior to Homrich Berg, Missie worked for The Ayco Company, a Goldman Sachs company. While at Ayco, she worked on a team to provide comprehensive financial services to corporate executives as well as high-net-worth individuals.  Areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management.

Missie graduated cum laude with a bachelor’s degree in Business and a minor in Dance from Wake Forest University.  She received her master’s degree in Personal Financial Planning from Georgia State University where she was named Outstanding Personal Financial Planning Graduate Student of the Year. Missie holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Divorce Financial Analyst® professional. 

Missie has shared her insights with national publications including the Wall Street Journal, USAA Magazine, and NAPFA Advisor Magazine.

She is an active parent volunteer at The Westminster Schools and with The Junior League of Atlanta. Missie has provided advice through “Jumpstart Your Retirement Days” – a free hotline sponsored by Kiplinger’s Personal Finance and NAPFA. In her free time, she and her husband enjoy attending their two sons’ sporting events.