Dr. Barry H. Kaplan EA, CFP®

Principal and Wealth Manager

Dr. Barry Kaplan is a Principal and Wealth Manager at Modera Wealth Management, LLC.  As a Wealth Manager, he specializes in working with health care professionals, business owners, entrepreneurs and executives.  He serves on the Investment Committee at Modera.

Prior to his career in wealth management, Barry practiced dentistry for twenty years until an injury ended his dental career.  Fortunately, he had previously discovered a passion for financial planning and now holds the CFP®® certification and EA (Enrolled Agent) credential.  He then joined The Ayco Company, L.P., a subsidiary of Goldman Sachs, as a financial planner and, subsequently, Cambridge Wealth Counsel.  Barry and the Cambridge Wealth Counsel team joined Modera in 2017.

Barry graduated from Emory University with a Bachelor of Science degree in biology and with a Doctor of Dental Surgery degree.  Barry is a member of the National Association of Personal Financial Advisors (NAPFA) and is committed to fee-only financial planning.  He also is a member of the Financial Planning Association and the National Association of Tax Professionals.

Barry has been quoted or profiled in publications such as the Wall Street Journal, New York TimesBusiness WeekBloomberg.comSmart MoneyKiplinger’s Retirement ReportConsumers Report Money LetterDow Jones NewswireWealth ManagerInvestment NewsInvestment AdvisorInside DentistryNAPFA Advisor Magazine and others.  Barry has had his article "What's the Best Way for Retirees to Invest Their Nest Egg" published in the Wall Street Journal

Barry lives in East Cobb, Georgia, with Bev, his wife of over 37 years.  Their son Adam, a graduate of the University of Arizona, is VP at FanDuel, in Manhattan.  Adam and his wife Paige have a son named Aiden.  Barry's daughter Joelle Page, a graduate of the University of North Carolina-Chapel Hill and the University of Texas-Dallas, is a speech pathologist. She lives in Charlotte, North Carolina with her husband, Justin.  While not working Barry enjoys travel, reading financial and investment books and publications, road cycling and spending time with his family and dogs at home and in Santa Rosa Beach, Florida.