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Bill Houck, CFP®, ChFC®

Principal & Wealth Manager

Bill Houck CFP®, ChFC®
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Bill has over 20 years of financial industry experience and currently serves high-net worth individuals, families, non-profit organizations, and others seeking wealth management and portfolio management expertise.

Who I Help

  • Doctors, lawyers, executives, and business owners
  • Individuals near or in retirement
  • Individuals experiencing a major life event
  • Trusts and charity non-profit organizations

Professional Designations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®

Education

University of Delaware, B.S., Business Administration

Giving Back

Helping People Get Healthcare

Modera is proud to support BVMI (Bergen Volunteer Medical Initiative), an organization that provides health care at no cost to qualifying low-income adults with no health insurance. At the organization’s 10th Anniversary Gala Celebration in September, Bill Houck and his wife were on hand to represent Modera in celebrating this organization’s important work.

Learn more about how we serve our community

Read more about Bill

What do you value most in your client relationships?

I highly value the ongoing collaborative partnerships I have with my clients and their other professionals in working together towards common goals. 

What’s a particularly rewarding example of how you helped to create impact for a client?

We have come across well intended estate plans that are not fully implemented.  Helping to implement a complex estate plan, which sometimes is an ongoing multi-year process, creates impact by aligning the client’s intentions to the possible future outcome.

What do you enjoy most about working at Modera?

I enjoy working at an independent firm owned by financial planners. This allows us to operate on a higher academic and creative plane, where most of the industry remains stuck in a culture that is dictated by the agenda of product manufacturers and large parent companies.  

How do you do good in your community?

I serve as a member of the Leadership Board for the Arthritis Foundation of New Jersey.  As a member of the board, I am working towards initiatives such as the Walk to Cure Arthritis.

Educational Articles

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