Stay Informed with Our Investor Brief Series
Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.
Here is our latest message.
Facebook Linkedin-in Youtube
FInd An Advisor

Modera Wealth Management
McLean, Virginia

Are you looking for a highly personalized wealth management experience in the greater Washington DC 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

Alishia DuBois

CFP®
Financial Advisor
McLean, VA

Blake Willis

CFP®
Senior Client Service Specialist
McLean, VA

CJ Woods

Compliance Manager
McLean, VA

Darren Norwood

CSCP
Compliance Analyst
McLean, VA

Evan L. McCullers

CFP®
Client Service Team Lead
McLean, VA

Jordan Rubin

CFA®, CFP®
Senior Financial Advisor
McLean, VA

Kirsten Ly

Chief Marketing Officer, Principal
McLean, VA

Liz Skinner

Director of Communications
McLean, VA, Virginia

Michael George

CFP®
Senior Planning Associate
McLean, VA
View All

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

McLean, VA

7601 Lewinsville Road, Suite 210 McLean, VA 22102

Fee-Only Financial Planning in McLean, Washington DC & Surrounding Areas

Alexandria | Arlington | Bethesda | Chantilly | Idylwood | Fairfax | Falls Church | Herndon | McLean | Merrifield | Oakton | Odricks Corner | Pimmit Hills | Potomac | Reston | Seven Corners | Tysons | Vienna

Find An Advisor
Facebook Linkedin-in Youtube

Subscribe Now

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.