Modera Wealth Management, LLC

Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $6,800,794,762 in 10,050 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,801
    MILLION
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $676,696
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Modera Wealth Management, LLC
Showing 1 - 10 of 98 top financial advisors.
1
Thomas W. Ausfahl
CRD#: 5855446
56 Jefferson Avenue, Westwood, NJ 07675

Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 13 years of experience in the finance industry. Thomas Ausfahl 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
George M. Baughman
CRD#: 3082789
22 Depot Street, Tryon, NC 28782

George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 22 years of experience in the finance industry. George Baughman 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
Jeanne F. Bernardin
CRD#: 2206758
535 Boylston Street, Suite 300, Boston, MA 02116

Jeanne Bernardin (CRD# 2206758) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 14 years of experience in the finance industry. Jeanne Bernardin 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
Gordon J. Bernhardt
CRD#: 1998159
7601 Lewinsville Road, Suite 210, Mclean, VA 22102

Gordon Bernhardt (CRD# 1998159) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry. Gordon Bernhardt 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
Nancy G. Blackman
CRD#: 6462679
6700 Fairview Road, Suite 360, Charlotte, NC 28210

Nancy Blackman (CRD# 6462679) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 8 years of experience in the finance industry. Nancy Blackman 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
Benjamin M. Blake
CRD#: 6763973
56 Jefferson Avenue, Westwood, NJ 07675

Benjamin Blake (CRD# 6763973) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 6 years of experience in the finance industry. Benjamin Blake 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
Charles P. Boinske
CRD#: 1295580
56 Jefferson Avenue, Westwood, NJ 07675

Charles Boinske (CRD# 1295580) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 39 years of experience in the finance industry.

8
Julieta Botescu
CRD#: 5247880
22 Depot Street, Tryon, NC 28782

Julieta Botescu (CRD# 5247880) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 17 years of experience in the finance industry.

9
Melissa J. Boyer
CRD#: 4270485
6101 Carnegie Blvd, Suite 220, Charlotte, NC 28209

Melissa Boyer (CRD# 4270485) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 23 years of experience in the finance industry. Melissa Boyer 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
Travis L. Boyer
CRD#: 5413695
6 Wall Street, Asheville, NC 28801

Travis Boyer (CRD# 5413695) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 16 years of experience in the finance industry. Travis Boyer 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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