Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
This merger further strengthens both firms’ already robust capabilities in offering fee-only financial planning and investment management. The entire Keatley Wealth Management team has joined Modera. And while they continue to serve clients out of their Colony Road office, they now have access to additional resources, including state-of-the-art technology and the many Modera advisors who specialize in supporting clients with unique needs.
The two principals of KWM, Karen Keatley, MBA, CFA, CFP®, President and Chief Investment Officer, and Jenny I. Martella, MBA, CFP®, Director of Financial Planning, are shareholders at Modera and fully participate in leadership decisions. Additionally, Ms. Keatley has joined Modera’s Board of Directors, and sits on Modera’s Investment Committee, while Ms. Martella has joined the Financial Planning Committee, which is responsible for establishing firm-wide financial planning standards.
“Keatley Wealth Management and Modera share an investment approach and wealth management philosophy, and both are dedicated to providing independent, fee-only advice to our clients. We believe that the merger will enhance the resources and expertise we can provide to our clients while maintaining a personalized relationship with each of them,” said Ms. Keatley.
Like KWM, Modera offers fee-only, customized financial guidance. Every client is cared for by a team of financial specialists focused on addressing their needs, helping them to avoid pitfalls, and keeping them focused on their goals.
“Growing our firm in order to better serve clients as well as offer additional resources and opportunities to our staff is part of Modera’s ongoing mission,” said Robert Siefert, President and Principal of Modera. “This merger with Keatley Wealth Management, a firm also dedicated to providing unbiased financial advice to clients, further supports our continued independence and commitment to a fee-only approach.”
Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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