Bill Houck

Bill HouckCFP®, ChFC®

Principal & Wealth Manager

Bill has over 20 years of financial industry experience and currently serves high-net worth individuals, families, non-profit organizations, and others seeking wealth management and portfolio management expertise.

Who I Help

  • Doctors, lawyers, executives, and business owners
  • Individuals near or in retirement
  • Individuals experiencing a major life event
  • Trusts and charity non-profit organizations

Professional Designations

 

Education

 

Giving Back

Read more about Bill

I highly value the ongoing collaborative partnerships I have with my clients and their other professionals in working together towards common goals. 

We have come across well intended estate plans that are not fully implemented.  Helping to implement a complex estate plan, which sometimes is an ongoing multi-year process, creates impact by aligning the client’s intentions to the possible future outcome.

I enjoy working at an independent firm owned by financial planners. This allows us to operate on a higher academic and creative plane, where most of the industry remains stuck in a culture that is dictated by the agenda of product manufacturers and large parent companies.  

Educational Articles

What do you value most in your client relationships?
I highly value the ongoing collaborative partnerships I have with my clients and their other professionals in working together towards common goals.

What’s a particularly rewarding example of how you helped to create impact for a client?
We have come across well intended estate plans that are not fully implemented. Helping to implement a complex estate plan, which sometimes is an ongoing multi-year process, creates impact by aligning the client’s intentions to the possible future outcome.

What do you enjoy most about working at Modera?
I enjoy working at an independent firm owned by financial planners. This allows us to operate on a higher academic and creative plane, where most of the industry remains stuck in a culture that is dictated by the agenda of product manufacturers and large parent companies.

Insights