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MODERA WEALTH MANAGEMENT, LLC
SEC RegisteredFind a Fee-Only, Fiduciary Financial Planner Now.
WESTWOOD, NJhttps://napfa.org(201) 768-4600
Assets Under Management
$5B–$25B
Employees
238
Office Locations
22 offices
Total Accounts
21420
About the firm
For 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. With 4,500 fee-only, fiduciary financial planners, NAPFA provides education, professional connections, business development resources, and advocacy in support of member success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Fee-only Financial PlanningFiduciary StandardComprehensive Financial PlanningProfessional Membership AssociationContinuing EducationAdvocacyBusiness DevelopmentRetirement Planning
Services
NAPFA provides a financial planner search/referral service, member education and continuing education, professional connections, business development resources, advocacy, and access to educational partnerships. NAPFA-affiliated planners offer comprehensive, client-centered financial planning on a fee-only, fiduciary basis.
Who they serve
Consumers seeking fee-only, fiduciary financial planners, as well as financial planning professionals seeking membership, community, and professional development.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,475 | $1.1B |
| High Net Worth Individuals | 3,443 | $15.1B |
| Charitable Organizations | 111 | $397M |
| State/Municipal Entities | 195 | — |
43 total clients reported on Form ADV.
Leadership
Inc. Modera Capital
MEMBER
Thomas Anthony Orecchio
ELECTED MANAGER AND CHIEF EXECUTIVE OFFICER
Thomas Anthony Orecchio
SHAREHOLDER
John Joseph Ceparano
ELECTED MANAGER
Theresa Apruzzese Days
CHIEF COMPLIANCE OFFICER AND PRINCIPAL
Kelly Ann Henning
ELECTED MANAGER
George Thomas Padula
ELECTED MANAGER
Richard Dale Manske
APPOINTED MANAGER
Harli Lynn Palme
APPOINTED MANAGER, CHIEF OPERATING OFFICER
Joseph Edward Mccuine
CHIEF FINANCIAL OFFICER
Regan Darby Fad
CHIEF LEGAL OFFICER
Mark Anthony Willoughby
APPOINTED MANAGER
Lp Bharcap Partners Ii
MEMBER
Llc Bharcap Partners
MANAGER
Office locations
22 offices in 9 states
NJ
WESTWOODHQ
PA
ALLENTOWN
NJ
NEW PROVIDENCE
GA
ATLANTA
FL
INVERNESS
PA
WAYNE
NC
ASHEVILLE
NC
CHARLOTTE
NC
ASHEVILLE
NC
SOUTHERN PINES
NC
TRYON
NC
CHARLOTTE
NC
Winston-salem
VA
MCLEAN
MA
BOSTON
NY
RYE BROOK
NY
NEW YORK
MA
WESTWOOD
MD
STEVENSVILLE
MD
ANNAPOLIS
FL
SARASOTA
FL
ST. PETERSBURG
Advisors at this firm
Showing 100 of 128
Thomas Wood Ausfahl
Investment Adviser Representative
Edwin Rockefeller Baldrige III
Investment Adviser Representative
George Michael Baughman
Investment Adviser Representative
Douglas William Bazley
Investment Adviser Representative
Jeanne Foraste Bernardin
Investment Adviser Representative
Benjamin Matthew Blake
Investment Adviser Representative
Keith Randall Blumenstock
Investment Adviser Representative
Charles Paul Boinske
Investment Adviser Representative
Charles Philip Boinske
Investment Adviser Representative
Melissa J Boyer
Investment Adviser Representative
Travis Lee Boyer
Investment Adviser Representative
Jeffrey Christopher Brewer
Investment Adviser Representative
Jacob Evan Burleson
Investment Adviser Representative
Alexander Lewis Bedford
Investment Adviser Representative
Elizabeth Saunders Brozena
Investment Adviser Representative
Anna Elizabeth Bruder
Investment Adviser Representative
James Merle Brunner
Investment Adviser Representative
Boone Wade Butler
Investment Adviser Representative
Brett Vaughn Caldwell
Investment Adviser Representative
Elizabeth Hurt Cunagin
Investment Adviser Representative
John Joseph Ceparano
Investment Adviser Representative
Jonathan Dewayne Coggins
Investment Adviser Representative
Aaron David Combs
Investment Adviser Representative
Andrew Steven Cortese
Investment Adviser Representative
Daniel Patrick Crimmins
Investment Adviser Representative
Elizabeth Hastings Daniels
Investment Adviser Representative
Sarah Duffell Dergarabedian
Investment Adviser Representative
Robert James Dowling Jr.
Investment Adviser Representative
Nicholas Vincent Di Palo
Investment Adviser Representative
Malinda Dornan
Investment Adviser Representative
Jonah Andrew Duyvelaar
Investment Adviser Representative
John Daniel Ebinger
Investment Adviser Representative
Tana L Flores
Investment Adviser Representative
Chad Evans Foster
Investment Adviser Representative
Andrea Fitzgerald
Investment Adviser Representative
Elizabeth Lawrence Gavin
Investment Adviser Representative
Mark David Gernerd
Investment Adviser Representative
Kelly Porter Guadagnino
Investment Adviser Representative
Lindsay Marie Garrahan
Investment Adviser Representative
Michael David Gibney
Investment Adviser Representative
Ashley M Gragtmans
Investment Adviser Representative
Stephen John Haney
Investment Adviser Representative
Brian Scott Hjalmarson
Investment Adviser Representative
William Emerson Houck
Investment Adviser Representative
William Joseph Hufnell
Investment Adviser Representative
Henry Hagedorn IV
Investment Adviser Representative
Caitlin Marie Heery
Investment Adviser Representative
Kelly Ann Henning
Investment Adviser Representative
Robert Spencer Hockett
Investment Adviser Representative
William James Hufnell
Investment Adviser Representative
Daniel J Humphrey
Investment Adviser Representative
Michael Anthony Insogna
Investment Adviser Representative
Gregory David James
Investment Adviser Representative
Roger Allen James
Investment Adviser Representative
Barry Howard Kaplan
Investment Adviser Representative
Thomas Edward Kennedy
Investment Adviser Representative
Lizeth Damaso Kishel
Investment Adviser Representative
Jeffrey Scott Kittrell
Investment Adviser Representative
Timothy Stephen Koehl
Investment Adviser Representative
Athanasios Kolefas
Investment Adviser Representative
Tammy Lynn Lejune
Investment Adviser Representative
Adam Joseph Leone
Investment Adviser Representative
Mark Alexander Lewis
Investment Adviser Representative
John Michael Loper
Investment Adviser Representative
Suzanne Reichl Malik
Investment Adviser Representative
Richard Dale Manske
Investment Adviser Representative
Christina Mc Cullough
Investment Adviser Representative
William Brian McGowan
Investment Adviser Representative
Peter James McKenna Sr.
Investment Adviser Representative
Dina Megretskaia
Investment Adviser Representative
Judson Steward Meinhart
Investment Adviser Representative
Neil Von Mahoney
Investment Adviser Representative
Joshua Howard Marans
Investment Adviser Representative
Marion Marre
Investment Adviser Representative
Evan Leyton McCullers
Investment Adviser Representative
Aaron Mark Mellman
Investment Adviser Representative
William Alexander Moir
Investment Adviser Representative
Laura Hamilton Nasca
Investment Adviser Representative
Mindy Lynn Cleaveland Neira
Investment Adviser Representative
Joseph Nole
Investment Adviser Representative
Neal Arthur Nolan
Investment Adviser Representative
Thomas Anthony Orecchio
Investment Adviser Representative
Carter Otey
Investment Adviser Representative
George Thomas Padula Jr
Investment Adviser Representative
Harli Lynn Palme
Investment Adviser Representative
Jonie Marie Parks
Investment Adviser Representative
Isabel Maria Pereira
Investment Adviser Representative
Ryan Lee Pope
Investment Adviser Representative
Shane David Pouliot
Investment Adviser Representative
Omar Patrick Parker Jr
Investment Adviser Representative
Jacob Prater
Investment Adviser Representative
Jordan Rubin
Investment Adviser Representative
Patrick Dennis Runyen
Investment Adviser Representative
Molly Hattrich Rimes
Investment Adviser Representative
Julian Rutskin
Investment Adviser Representative
Christina Erin Schappert
Investment Adviser Representative
Brian K Schiess
Investment Adviser Representative
Eric Michael Sneider
Investment Adviser Representative
Peter John Somich II
Investment Adviser Representative
Stephanie Helen Spies
Investment Adviser Representative
Regulatory & compliance
CRD number
#155649
SEC Number
801-71973
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
napfa.orgPhone
(201) 768-4600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MODERA WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.