Modera Adds New Owners
January 16, 2020Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group.
Laurie Kane Burkhardt, CFP®; Robert Dowling, CFP®; Michael Gibney, CFP®, AIF; Kelly Henning, CFP®, MSFS; Bill Houck, CFP®, ChFC®; Karen R. Keatley, MBA, CFA, CFP®; Jenny I. Martella, MBA, CFP®, and Peter Somich, CFA, CFP® became shareholders in the firm effective January 1, 2020. Jenny and Karen join Modera as part of the Keatley Wealth Management merger also effective January 1, 2020.
Said Robert Siefert, President and Principal of Modera, “Each of these dynamic individuals plays an integral role in the continued success of Modera. Their leadership and commitment to excellence is crucial to best serving our clients and supporting our staff. We could not be more pleased to have this wonderful group among the shareholders in our firm.”
Modera Wealth Management, LLC (Modera) is a fee-only, independent wealth management firm that works with individuals, families, retirement plan sponsors, and non-profit institutions in the areas of portfolio management, retirement planning, estate planning, income tax planning, investment management, risk analysis, stock option analysis and education planning. Specialized services are also offered for corporate executives and small business owners.
As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics. Modera has offices in Massachusetts, New Jersey, North Carolina, Georgia and Florida and serves clients in over 39 states. Since the firm’s inception in 1983, Modera has maintained a client-first philosophy. Modera was formed as a fee-only registered investment adviser which, at that time, was rare in the industry.
Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.