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
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.
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.
Educational Articles
Are You Really Ready to Retire?
As pandemic lockdowns have started to ease nationwide, we wouldn’t be surprised to see a surge of Americans entering retirement—or at least seriously thinking about it.
Business Insider: Guide for Beneficiaries and Estate Executors Helps Bereaved Family Members and Loved Ones Navigate New Roles
Modera's Bill Houck discusses the collaboration involved in creating a Guide for Beneficiaries and Estate Executors.