Looking for a financial advisor near you to handle your wealth, assets, and help set you up for a secure financial future? Look no further than Modera’s highly trained wealth management advisors in Philadelphia to help you reach your financial goals. Our firm is proudly independent, which means we are able to give financial advice that is firmly in your best interest. None of our fiduciary financial planners accept commission or compensation from sales, and thus only take a fee by providing comprehensive financial consultation and advice.
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. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager
Stephen Haney, CFA®
Senior Financial Advisor
Suzanne Malik, FPQP®
Senior Client Service Advisor
Tina McCullough, FPQP®
Senior Portfolio Administrator
Will Benner
Planning Associate
MODERA WEALTH MANAGEMENT – FINANCIAL ADVISORS IN PHILADELPHIA, PA
Fee-Only, Independent Financial Planners in Philadelphia, PA
Modera Wealth Management firm in Philadelphia 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 Philadelphia, Wayne, and surrounding areas of PA. Our organization exists because we want to provide comprehensive financial planning near you to help achieve your 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 Wayne
We proudly operate as a fee-only financial advisor near you in Wayne, PA. 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.
Wealth Management Services We Offer Near You
Our wealth management services are designed to help you achieve your financial goals and provide the peace of mind that comes with knowing your money is in good hands. Our team of financial advisors near you takes the time to understand your financial needs and goals, to provide advice and consultation that is unique to your situation.
- Fee-Only Financial Advisors
- What is a fee-only financial advisor? A fee-only financial advisor doesn’t receive any commissions from the sale of investments or other products, and no referral fees. They earn their income from managing client assets. Fee-only financial advisors have an ethical obligation to act only in the best interests of clients and not in exchange for compensation. Wondering where to find a fee-only financial advisor? All the financial advisors at Modera are strictly fee-only and thus always have the client’s best interests at the forefront of every strategy.
- Fee-Only Financial Advisors
- Retirement Planning
- Our comprehensive retirement planning services help you transition from one chapter of your life to the next. As you move from work to retirement, we advise you on the best ways to manage your money to seek to maximize it to the fullest.
- Retirement Planning
- Income Tax Strategy
- Tax strategy can be a confusing topic for most people. We work closely with you to ensure you have all the information necessary to make the right decisions for you. Whether you are a business owner looking to maximize your year-end tax reduction strategy, or an individual trying to understand what gifts are tax deductible and which aren’t, we have you covered.
- Income Tax Strategy
- Investment Advisory Services
- Investments are an important part of any financial plan. We help you create an investment strategy based on your personal investment objectives and risk tolerance. We help you manage your investments and put a focus on protecting your assets from market ups and downs over time.
- Investment Advisory Services
- Estate Planning & Administration
- Our advisors help you navigate the journey of family wealth transfer with grace and ease. We can help you plan where your inheritance will go, and how much will be passed onto specific family members. Need trust and estate planning strategies for same-sex couples? We can help with that too.
- Estate Planning & Administration
Contact an Experienced Wayne Financial Advisor
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 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.