Modera Wealth Management
Modera Wealth Management

Dr. Barry H. Kaplan, EA, CFP®

Principal & Wealth Manager

Dr. Barry H. Kaplan EA, CFP®
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Barry specializes in working with health care professionals, business owners, entrepreneurs and executives.

Professional Designations



Emory University School of Dentistry, D.D.S., Dentistry

Emory College, B.S., Biology

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Read more about Barry

What sparked your interest in financial planning? What fuels you every day in your work?

When I was a young dentist, I was often pitched by insurance salesmen and stock brokers. Being skeptical by nature, it didn’t take me long to realize that they were putting their interests over mine. I figured I could do better and set out on a quest to educate myself. The more I learned, the more proof I found that the investment/financial advice business has many bad actors. I spent most of the 80s and early 90s looking for fee-only fiduciary advisers and couldn’t find anyone, so I did it myself. What fuels me every day is being the guy I was looking for early in my career.

What’s the one thing people say you’re best at?

Simplifying and explaining complicated concepts in clear, understandable English.

What do you enjoy most about working at Modera?

Working with, relying on, and helping to nurture people who are passionate about helping other people.

When you retire you’re going to…?

RETIRE???  What’s that? Right now I’m having too much fun. Seriously, ride my bicycle as long as I can, travel, spend time with family and friends. Volunteer to help lower income people with finances.

Where did you grow up? Where do you live now?

I was born in the Bronx and grew up in Lakewood, NJ. I went to Emory, met a girl who didn’t want to move to NJ, so I stayed in Atlanta. That was over 40 years ago and I’m still here.

Barry’s Insights

Why Dentists Need to Monitor and Maximize their Disability Insurance

Dentistry is different than most professions. Many conditions that wouldn’t stop other professionals from practicing could stop a dentist in their tracks and destroy their income and practice. I know two legally blind attorneys and a paralyzed psychiatrist. I have never heard of a blind or paralyzed practicing dentist.

Integrity, Passion, and Trust

On Episode 8 of Decision Dialogues, Mark Willoughby speaks to Dr. Barry Kaplan, Principal and Wealth Manager at the Modera Atlanta office, about his unlikely career path. Barry began his professional life as a

Considering an Electric Vehicle

Various futurists predict that electric car sales will exceed that of internal combustion cars. It’s coming, but when? China and Norway will go all electric by 2025. Almost 60% of new cars sold in Norway are Electric Vehicles (EVs). Entire countries, including the Netherlands, France, Germany, the UK and India, are seriously considering banning the sale of all internal combustion engines.

What Dental Practices Can Do About the “COVID-19 Closure”

By now, you are undoubtedly aware the ADA recommended dentists postpone “elective procedures” through April 6 to help “flatten the curve” of the COVID-19 pandemic in the U.S. Since elective procedures are estimated to comprise >90% of modern dental practices, most offices are closing, with dentists coming in only for emergencies.

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