Financial Advisor Annapolis | Modera Wealth Management

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Modera Wealth Management
Annapolis, Maryland

Are you looking for a highly personalized wealth management experience in the greater Chesapeake Bay 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:

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, 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 wealth management firms, but we hope you consider us. Barron’s ranked us 34th on their 2024 list of Top 100 RIA Firms.

Talk to an experienced financial planner

Amy Francis

Senior Marketing Manager

Annapolis, MD, Stevensville, MD

Bill Hufnell

CFP®, CPA

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Billy Hufnell

CFP®, CPWA®

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Dan Ebinger

CFP®, CFA®, CPWA®

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Debbie Lehman

FPQP®

Client Service Specialist

Annapolis, MD, Stevensville, MD

Erin Villamizar

Planning Associate

Annapolis, MD

Glenell Agnolutto

Senior Operations Analyst

Annapolis, MD, Stevensville, MD

Taylor Jordan

Administrative Assistant

Annapolis, MD, Atlanta, GA, Stevensville, MD

Veronique Bailey

Administrative Assistant

Annapolis, MD, McLean, VA, Stevensville, MD

Talk to an experienced financial planner

Get In Touch

Annapolis, MD

582 Bellerive Rd, #4d Annapolis, MD 21409

Sarasota, FL

Courthouse Centre 1990 Main St. Suite 750, Sarasota, FL 34236

Meeting Space Only

St. Petersburg, FL

360 Central Ave. Suite 800, St. Petersburg, FL 33701

Meeting Space Only

Fee-Only Financial Planning in Annapolis, Stevensville & Surrounding Areas

Cape St. Claire | Woods Landing | Yorktown | Atlantis | Arnold | Amberly | Whitehall Manor | Manresa | Ashcroft | Forest Meadows | Winchester-on-the-Severn