If you are looking for an experienced financial advisor in Charlotte, you’ve come to the right place. At Modera, our highly trained financial professionals have a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to help you achieve your financial goals.
Our Team
Amy Lowder
Client Service Associate
Donna Hildebrand
Human Resources Associate
Doreth Goodall, FPQP™
Client Service Associate
Erica J. Yount, CFA®, CFP®
Senior Financial Advisor
J. Dawson Fielding
Planning Associate
Jenny I. Martella, MBA, CFP®
Principal & Wealth Manager
Jonie Parks, CFP®
Wealth Manager
Karen R. Keatley, MBA, CFA®, CFP®
Principal & Chief Wealth Management Officer
Karl H. Graf, CPA/PFS, CFP®
Principal & Wealth Manager
Melissa Boyer, CFP®, RICP®
Senior Financial Advisor
Shane Pouliot, CFA®
Investment Advisor
Zach Palmer, CFP®
Senior Planning Associate
Fee-Only Financial Advisors Near You in Charlotte, NC
Modera is committed to providing you with a broad range of services to address your entire financial life. Our North Carolina locations offer fee-only financial Advising in Charlotte and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers.
Proudly an Independent, Fee-Only Financial Planner & Fiduciary Wealth Management Firm in Charlotte
We proudly operate as a fee-only financial advisor near you in Charlotte, NC. We are an independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our clients’ interests first, as evidenced by our fee-only fee structure and fiduciary responsibility.
Our fees are paid by our clients, so we can act in the interests of our clients. We don’t participate in commissions or referral fees that may influence the decision of other advisors.
As a fiduciary, Modera Wealth Management’s Charlotte offices are required to provide objective advice and a commitment to the highest level of ethics.
As an independently-owned organization, we are unaffected by the influence of shareholders or other third parties.
Our staff and colleagues at Modera in Charlotte, North Carolina regularly participate in fundraising and charity events to support and empower their local community. Modera North Carolina purchased gifts for Kids First of the Carolinas, making their wishes come true. Kids First of the Carolinas is a non-profit organization that provides local children with Easter, Christmas, and Thanksgiving dinner, and supports local children through back-to-school and holidays.
On September 10, several colleagues from one of our Charlotte offices dug in for a maintenance project at Independence Park, working side by side with the park’s Horticulture Team to trim trees, clear away debris, pull weeds, and apply mulch to help beautify one of the natural garden areas. Afterwards they lunched at a “Restaurants for Rescues” participant, one of many local establishments that sent a percentage of their proceeds from that day to the Humane Society of Charlotte.
Not all financial advisors are organized or incentivized the same, which is why we’re happy to stand apart and offer our partnership with the confidence that we are not only willing, but obligated to act with your best interests in mind.
Modera Financial Planning & Wealth Management
831 East Morehead Street, Suite 760
Charlotte, NC 28202
(704) 358-3322
7615 Colony Road, Suite 120
Charlotte, NC 28226
(704) 540-5535
Fee-Only Financial Planning in Charlotte & Surrounding Areas
Mecklenburg County – Davidson – Greensboro – Huntersville – Matthews -Raleigh -Durham – Concord – Pineville – Wilmington – Hickory – Lenoir – Asheboro – Winston-Salem – Asheville – Southern Pines – Columbia, SC – Rock Hill, SC – Fort Mill, SC
Our Services
Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.
- Comprehensive Financial Planning
- Tax Planning
- Retirement Planning
- Insurance Planning
- College Planning / Educational Funding
- Estate & Trust Planning
- Investment Planning
Giving Back to our Community
We show our commitment to our communities and local organizations by dedicating our time, financial support, and in-kind donations.