Modera Wealth Management
Modera Wealth Management


Chief Legal Officer, Principal & Wealth Manager

Kevin P. Sweeney JD, CFP®
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Kevin works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.  He also serves as Chief Counsel for the firm.

Professional Designations



Cornell Law School, J.D., cum laude

University of Notre Dame, B.A., magna cum laude, Government

Giving Back

Winter Clothing for Refugees

Modera’s Philanthropy Committee led a winter clothing drive to support people from Afghanistan who are being resettled in the US. Modera learned of this need through Kevin Sweeney‘s wife Deirdre who has been working at the McGuire Air Force Base in southern NJ, providing medical care to Afghan refugees.

Michael Gibney, Committee Chair, and Mark Rioboli led coordination efforts in the NJ and PA offices and traveled to the military base multiple times to drop off the donated clothing.

Learn more about how we serve our community

Read more about Kevin

What do you value most in your client relationships?

I view working with clients as being part of a team. We work together to solve the issues they bring to us. We develop a strategy and explain it to the clients to help them understand it and enable them to make informed decisions. I most appreciate having the opportunity to be able to help clients understand their situations and the options available to them, and to give them what’s needed to be comfortable in their choices. 

What’s the one thing people say you’re best at?

I believe that I’m able to communicate well with clients, in both oral and written forms. A critical part of what we do is to help educate our clients on their issues and options.  Ultimately, we assist them in reaching decisions that they need to understand and be confident in.  Being able to communicate sometimes-complicated concepts in a way people can understand benefits the client.

When you retire you’re going to…?

Spend three months of the year in Italy and the other nine on a beach reading.

Where did you grow up? Where do you live now?

I grew up in Manchester, NH, an old mill town about 55 miles north of Boston. In the 1960s and ‘70s, Manchester was a great place to grow up as a kid, aside from the weather. It took me 55 years to finally flee the cold and snow of the Northeast that I’d despised since I was a child.  In 2016, my wife and I moved to Florida, and I now work out of our Inverness office and live in Inverness, FL. 

Kevin’s Insights

“Insurance is interesting,” said no one ever

Let's talk about it anyway. When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to your property, or someone getting hurt in your home or by your vehicle.

Fiduciary: What Does It Mean?

According to the Merriam-Webster dictionary, “fiduciary” is both an adjective meaning “of, relating to, or involving a confidence or trust,” and a noun meaning “one that holds a fiduciary relation or acts in a fiduciary capacity.” But what does that mean in terms of your relationship with Modera? Here we’ve answered questions that may help to clarify the meaning.

Why Your Digital Assets Need a Place in Your Estate Plan

As the world goes increasingly digital, many of us have amassed sometimes large collections of non-physical assets such as digital photos, music, movies, eBooks, cryptocurrencies and more on our computers, smartphones, portable media players, hard drives and other devices. Although they are in an electronic format, these assets often have personal or financial value, which can make them part of your estate. And that means they should be included in your estate planning.

Financial Safeguards for Seniors

Nothing guarantees there will be sufficient money to cover all costs in retirement. But there are some common mistakes to steer clear of as you grow older.

Your Portfolio Should Never Walk Alone

For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.

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