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Modera Wealth Management
Winston-Salem, North Carolina

Are you looking for a highly personalized wealth management experience in the Winston-Salem 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.

Our services:

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.

We are independent managed, fee-only financial advisors.

We are proud to be an independently managed wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many wealth management firms, but we hope you consider us.

Talk to an experienced financial planner

Bill Stadler

CFP®, EA
Financial Advisor
Winston-Salem, NC

Ericka Rea

Client Service Specialist
Winston-Salem, NC

Judson Meinhart

CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC

Lydia Stonehouse

CFP®
Portfolio Manager
Winston-Salem, NC

Marion Marre

FPQP®
Senior Planning Associate
Winston-Salem, NC

Talk to an experienced financial planner

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Get In Touch

Winston-Salem, NC

100 North Cherry St. Suite 505 Winston-Salem, NC 27101

Fee-Only Financial Planning in Winston-Salem & Surrounding Areas:

Alamance County | Asheboro | Bermuda Run | Clemmons | Greensboro | Forsyth County | Guilford County | High Point | Kernersville | Lewisville | Lexington  | Oak Ridge | Pfafftown | Rockingham County | Stokes County | Summerfield | Thomasville

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By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Speak with an Advisor

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.