SPECIAL ADVERTISING SECTION
Since 1998, our team has served the Chesapeake Bay region with a focus on thoughtful, fee‑only wealth management. Today, as part of a firm with 19 offices nationwide, we offer the depth and resources of a large organization while maintaining the personal, local experience our clients value. Led by Bill Hufnell, Dan Ebinger, and Billy Hufnell, our independently managed office provides comprehensive guidance designed to reflect your individual circumstances.
We understand that financial decisions are personal. That’s why our advisors take the time to learn what matters most to you and help you organize the many moving parts of your financial life—from retirement and education planning to considerations around estate, tax, and insurance needs. Our goal is to offer clarity and structure so you can make informed decisions with confidence.
As a fee‑only fiduciary firm, Modera Wealth Management is committed to putting clients’ interests at the center of our work. It’s a principle that has guided us from the beginning and continues to shape how we serve the individuals and families we work with.
To learn more about how our team can partner with you on the next steps in your financial life, we’re here to start the conversation.
582 Bellerive Road, 4D; Annapolis, MD 21409; 410-626-8198
409 Love Point Road; Stevensville, MD 21666; 443-249-3337
Modera is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, fees, and services, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) for a copy of our disclosure brochure statement set forth on our Form ADV. Please read the disclosure statement carefully before you decide to hire Modera, invest, or send money.
