Stay Informed with Our Investor Brief Series
Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.

Ensure the health of your practice — and your financial future.

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If you’re like most doctors and dentists, you’d rather spend more time focusing on your patients, and less on your practice’s finances.

We can help you do it by addressing key questions, like how to:

Talk to an experienced financial advisor

Helpful information for doctors and dentists:

Drilling Down: Financial Considerations for Dentists
As financial advisors to many medical professionals, Modera has found that, when…
Concierge Medicine: Is It Right For You?
Have you had the experience of showing up early or on time…
Risk Management Strategies for Ophthalmologists
Whether you are just starting out in ophthalmology or own your own…
An Anesthesiologist’s Life: Is Private Practice Better for You?
John has made strides in his career so far as an anesthesiologist….
An Anesthesiologist’s Life: Why You May Need Disability Insurance
John makes a good living as an anesthesiologist, earning more than $300,000…
An Anesthesiologist’s Life: Protecting Your Assets
John is an anesthesiologist. He has worked long and sometimes stressful hours…

Modera Team specializing in Doctors and Dentists

Barry Kaplan

DDS, CFP®
Wealth Manager, Principal
Atlanta, GA

Billy Hufnell

CFP®, CPWA®
Wealth Manager, Principal
Annapolis, MD, Stevensville, MD

Brett Caldwell

CFP®, CPA
Wealth Manager, Principal
Inverness, FL

Doug Bazley

CFP®, CPA, CRPC®
Senior Financial Advisor, Principal
Asheville, NC

Jonie Parks

CFP®
Wealth Manager, Principal
Charlotte, NC

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