Modera Wealth Management
Philadelphia, Pennsylvania

Are you looking for a highly personalized wealth management experience in the greater Philadelphia 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.

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Andrea Fitzgerald

Client Service Specialist

Caitlin Heery

Financial Advisor

Catherine Mills

Administrative Assistant
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Charles P. Boinske

Chief Visionary Officer, Wealth Manager & Principal

Charlie Boinske

Planning Associate
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Elizabeth L. Gavin

Senior Client Service Specialist
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Leslie A. Young

Senior Compliance & Operations Analyst
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Mark A. Rioboli

Wealth Manager, Principal
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Mark Gernerd

Senior Financial Advisor

Marley Turbett

Planning Associate
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Matthew Wittenstein

Senior Client Service Specialist
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Patrick D. Runyen

Wealth Manager, Principal
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Stephen Haney

Wealth Manager, Principal
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Suzanne Malik

Senior Client Service Specialist
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Tina McCullough

Senior Portfolio Manager
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Will Benner

Planning Associate
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William (Bill) McGowan

Planning Associate

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 Pennsylvania 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.