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Modera Wealth Management
Annapolis, Maryland

Looking for fee-only financial planning in Annapolis, Maryland? Our Annapolis team helps individuals and families coordinate investments, tax planning, retirement, estate considerations, and long-term wealth decisions.

 

Modera's Annapolis Maryland Office Building

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

Alex Moir

CFP®, CRPC™
Senior Planning Associate
Annapolis, MD

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®
Senior Client Service Specialist
Annapolis, MD, Stevensville, MD

Erin Villamizar

Planning Associate
Annapolis, MD

Glenell Agnolutto

Senior Operations Analyst
Annapolis, MD, Stevensville, MD

Veronique Bailey

Client Service Associate
Annapolis, MD
Maryland Client Hub

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

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 and nearby Maryland communities

Annapolis | Arnold | Severna Park | Edgewater | Davidsonville | Cape St. Claire | Stevensville | Kent Island | Easton

Our Annapolis office serves clients throughout Anne Arundel County and nearby Maryland communities, including Arnold, Severna Park, Edgewater, Davidsonville, Cape St. Claire, Stevensville, Kent Island, and Easton

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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.