Client Resources Get In Touch PHILADELPHIA, PA MODERA FINANCIAL PLANNERS 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. Melvin, CFP® Financial Advisor Patrick D. Runyen, CPA/PFS, CFP® Principal & Wealth Manager Stephen Haney, CFA® Financial Advisor Suzanne Malik, FPQP® Senior Client Service Advisor Tina McCullough, FPQP® Senior Portfolio Administrator Will Benner Planning Associate Fee-Only Financial Advisors: Philadelphia, PA Modera 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 Wayne, Philadelphia, and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers. Listen to Our Podcast Learn more about the Warriors Mark Run Fly Fishing Association For privacy reasons Google Maps needs your permission to be loaded. For more details, please see our Privacy Policy Notice. I Accept Get In Touch 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 Wealth Management 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. Learn more about how we serve our community Contact Modera Contact an Advisor Office Locations Boston, MA (617) 247-0518 Westwood, NJ (201) 768-4600 Wayne, PA (610) 695-8070 Charlotte, NC (East Morehead Street) (704) 358-3322 Charlotte, NC (Colony Road) (704) 540-5535 Atlanta, GA (678) 833-1166 Inverness, FL (352) 746-4460 Services Comprehensive Financial Planning Investment Management Foundation/Endowment Investing About Modera Get to Know Us Our Fiduciary Promise The Modera Story How Modera Gives Back Work with Us The Value of a CFP® Policies FORM CRS: A Summary of Your Advisory Relationship Modera Brochure ADV Part 2A Cookie Disclosures Privacy Policy Notice GDPR Privacy Notice Terms of Use Our Insights Fights Over Estates Can Tear Families Apart Documents: Store or Shred? Inflation is Back: Any TIPS to Fight It? Resources Speakers' Bureau Client Resources Sitemap Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. ©2021 Modera Wealth Management, LLC Cookies help improve your experience. You may change or opt out of the cookies settings. Review our disclosure information. Edit Cookie Settings Accept Cookies