Modera Wealth Management
Modera Wealth Management

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®


University of Delaware, B.S., Business Administration

Giving Back

Creating a Brighter Future

Modera proudly continues to support the efforts of Vision Loss Alliance of New Jersey. On October 24, Modera’s Bill Houck and Mindy Cleaveland took part in the non-profit’s third annual Dining in the Dark fundraiser gala, which also celebrated the organization’s 75th anniversary. The Vision Loss Alliance’s mission is to empower individuals of all ages who are blind or low vision by providing support, education, skills training, assistive technology and employment opportunities.

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.  

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