Modera Wealth Management, LLC

Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $1,640,152,759 in 4,156 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,640
    MILLION
  • Total Number of Accounts
    4,156
    ACCOUNTS
  • Average Account Value
    $394,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Modera Wealth Management, LLC
Showing 1 - 10 of 25 top financial advisors.
1
Melissa K. Beach
CRD#: 4557802
56 Jefferson Avenue, 2nd Floor, Westwood, NJ 07675
96
Wealthminder
score

Melissa Beach (CRD# 4557802) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 14 years of experience in the finance industry. Melissa Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laurie K. Burkhardt
CRD#: 5126996
56 Jefferson Avenue, 2nd Floor, Westwood, NJ 07675
96
Wealthminder
score

Laurie Burkhardt (CRD# 5126996) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 10 years of experience in the finance industry. Laurie Burkhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John J. Ceparano
CRD#: 2582424
221 W. Main St., Suite A, Inverness, FL 34450
96
Wealthminder
score

John Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 15 years of experience in the finance industry. John Ceparano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert J. Dowling
CRD#: 2789330
56 Jefferson Avenue, Westwood, NJ 07675
96
Wealthminder
score

Robert Dowling (CRD# 2789330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 20 years of experience in the finance industry. Robert Dowling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Peter A. Godino
CRD#: 2921962
56 Jefferson Avenue, 2nd Floor, Westwood, NJ 07675
96
Wealthminder
score

Peter Godino (CRD# 2921962) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 19 years of experience in the finance industry. Peter Godino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Karl H. Graf
CRD#: 1888675
56 Jefferson Avenue, 2nd Floor, Westwood, NJ 07675
96
Wealthminder
score

Karl Graf (CRD# 1888675) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 27 years of experience in the finance industry. Karl Graf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William E. Houck
CRD#: 3117914
56 Jefferson Avenue, Westwood, NJ 07675
96
Wealthminder
score

William Houck (CRD# 3117914) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 18 years of experience in the finance industry. William Houck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Sara L. Long
CRD#: 5620605
221 W. Main St., Suite A, Inverness, FL 34450
96
Wealthminder
score

Sara Long (CRD# 5620605) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 7 years of experience in the finance industry. Sara Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Thomas A. Orecchio
CRD#: 2111250
56 Jefferson Avenue, Westwood, NJ 07675
96
Wealthminder
score

Thomas Orecchio (CRD# 2111250) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 26 years of experience in the finance industry. Thomas Orecchio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Gregory N. Plechner
CRD#: 2101597
56 Jefferson Avenue, Westwood, NJ 07675
96
Wealthminder
score

Gregory Plechner (CRD# 2101597) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 19 years of experience in the finance industry. Gregory Plechner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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