Our Team in Wayne, PA
Andrea Fitzgerald, FPQP®
Client Service Associate
Charles P. Boinske, CFA®
Principal, Wealth Manager, & Chief Visionary Officer
Diana Cecere
Executive Assistant
Elizabeth L. Gavin, MBA, FPQP®
Senior Client Service Advisor
Janice Conner
Senior Office Manager
Leslie A. Young, ChFC®, AEP®
Senior Client Service Advisor
Mark A. Rioboli, CFP®, CFS
Principal & Wealth Manager
Matthew Wittenstein
Senior Client Service Advisor
Patrick D. Melvin, CFP®
Financial Advisor
Patrick D. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager
Stephen Haney, CFA®
Financial Advisor
Suzanne Malik, FPQP®
Senior Client Service Advisor
Tina McCullough, FPQP®
Senior Portfolio Administrator
Will Benner
Planning Associate
Fee-Only Financial Advisors: Philadelphia, PA
Modera is committed to providing you with a broad range of services to address your entire financial life. Our Pennsylvania location offers fee-only financial planning in Wayne, Philadelphia, 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.
Modera Financial Planning & Financial Advisors
620 Lee Rd #100, Wayne, PA 19087
(610) 695-8070
Fee-Only Financial Planning in Wayne & Surrounding Areas
The Greater Delaware Valley – Philadelphia – South Jersey – West Chester – Woodlyn – Darby – Yeadon – Lansdowne – Phoenixville – Springfield – Drexel Hill – East Norriton – Ardmore -West Norriton -Norristown – Broomall – King of Prussia – Chestnut Hill – Villanova – Lafayette Hill – Conshohocken – Chesterbrook – Berwyn – Bryn Mawr – Devon – Downingtown – Havertown – Kennett Square – Across the Country
Our Wealth Management 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.