Meghan Dwyer CFP®, CDFA®

Meghan works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Meghan enjoys working with women and women in transition, to educate and empower them to be the best versions of themselves.

Professional Designations



Fairfield University, B.S., Business Administration, cum laude

What do you value most in your client relationships?

Connecting with another individual, openness, and being genuine, especially around a topic that is often uncomfortable for many people. The more open we can be in our relationships, the more we both get out of it.

What sparked your interest in financial planning?

I’ve always enjoyed helping people and doing anything I can to make them smile. Knowing that I can not only help someone, but also empower him/her by teaching them something they didn’t already know is what gets me up for work every day. I also love being challenged and am a total geek when it comes to learning new things.

What do you enjoy most about working at Modera?

The people – the support I get trying to juggle my personal growth and being a mom of two very active young boys.

When you retire you’re going to…?

Travel and enjoy time with my family!  I’ll probably golf a lot more too.