Modera Wealth Management
Atlanta, Georgia

Are you looking for a highly personalized wealth management experience in the greater Atlanta area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.

Aaron Mellman

Senior Planning Associate

Adrian Harper

Technology Associate
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Barry H. Kaplan

Wealth Manager, Principal

Bryan Burchette

Director of Information Systems & Security

Doreth Goodall

Client Service Specialist
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Jacob Burleson

Financial Advisor
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Laurie A. Vitali

Chief People Officer
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Liz Kishel

Financial Advisor

Mark Willoughby

Wealth Manager, Principal

Mutazz Muhammad

Client Service Associate

Rakhee Gor

Senior Operations Analyst

Ryan Pope

Wealth Manager, Principal

Salome A. Rose

Client Service Specialist

Tana L. Flores

Senior Operations Analyst

Tarron Eason

CRM Product Manager

Taylor Nunez

Administrative Assistant

We are independent, fee-only financial advisors.

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many Atlanta investment firms, but we hope you consider us. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.

Our 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.