Stevensville, MD | Modera Wealth Management

Modera Wealth Management
Stevensville, Maryland

Are you looking for a highly personalized wealth management experience in the greater Kent Island 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

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(Modera has a $1M minimum.)

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Amy Francis

Senior Marketing Manager

Annapolis, MD, Stevensville, MD

Bill Hufnell

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Billy Hufnell

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Dan Ebinger

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Debbie Lehman

Client Service Specialist

Annapolis, MD, Stevensville, MD

Glenell Agnolutto

Senior Operations Analyst

Annapolis, MD, Stevensville, MD

Joseph Powanda

Financial Advisor

Annapolis, MD, Stevensville, MD

Talk to an experienced financial planner

"*" indicates required fields

My name is:*

Telephone*

Email*

How did you hear about us?*

Choose the one that fits you best:*

Approximately how much are you looking to have managed?*

(Modera has a $1M minimum.)

Anything else you’d like to tell us about yourself?

CAPTCHA

Name

This field is for validation purposes and should be left unchanged.

Get In Touch

Stevensville, MD

409 Love Point Road Stevensville, MD 21666

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

Modera Wealth Management
Stevensville, Maryland

Our services:

We are independent, fee-only financial advisors.

Talk to an experienced financial planner

Amy Francis

Senior Marketing Manager

Annapolis, MD, Stevensville, MD

Bill Hufnell

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Billy Hufnell

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Dan Ebinger

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Debbie Lehman

Client Service Specialist

Annapolis, MD, Stevensville, MD

Glenell Agnolutto

Senior Operations Analyst

Annapolis, MD, Stevensville, MD

Joseph Powanda

Financial Advisor

Annapolis, MD, Stevensville, MD

Talk to an experienced financial planner

Get In Touch

Sarasota, FL

St. Petersburg, FL

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

Sophisticated wealth management from really nice people.

Learn More

Specialites

Resources

Offices

Stay Informed

Subscribe to Modera emails to receive in-depth articles, quarterly market commentary, and webinar invitations.

Modera Wealth Management Stevensville, Maryland

Our services:

We are independent, fee-only financial advisors.

Talk to an experienced financial planner

Amy Francis

Senior Marketing Manager

Annapolis, MD, Stevensville, MD

Bill Hufnell

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Billy Hufnell

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Dan Ebinger

Wealth Manager, Principal

Annapolis, MD, Stevensville, MD

Debbie Lehman

Client Service Specialist

Annapolis, MD, Stevensville, MD

Glenell Agnolutto

Senior Operations Analyst

Annapolis, MD, Stevensville, MD

Joseph Powanda

Financial Advisor

Annapolis, MD, Stevensville, MD

Talk to an experienced financial planner

Get In Touch

Sarasota, FL

St. Petersburg, FL

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

Sophisticated wealth management from really nice people.

Learn More

Specialites

Resources

Offices

Stay Informed

Subscribe to Modera emails to receive in-depth articles, quarterly market commentary, and webinar invitations.

Subscribe Now

Modera Wealth Management
Stevensville, Maryland