SPECIAL ADVERTISING SECTION
Joseph Powanda, CFP®, CPWA®, Bill Hufnell, CFP®, CPA, Amy Francis,Billy Hufnell, CFP®, CPWA®, Dan Ebinger, CFA, CFP®, CPWA®
At Modera, our advisors excel in navigating the complexities that accompany significant wealth. We strive to understand your goals and facilitate meaningful family conversations about wealth, values, and responsibility across generations. Our clients appreciate our discretion, technical expertise, and unwavering fiduciary commitment.
With Modera, you benefit from:
- Cash and investment management by an experienced team that understands your family’s planning needs
- Coordination with local professionals, including tax preparers, business and estate attorneys, insurance agents, and mortgage brokers
- Insightful tax projections and scenario planning to help you take advantage of tax opportunities and minimize lifetime taxes
When you partner with Modera, you’re securing more than assets—you’re empowering future generations with intention and clarity.
582 Bellerive Road, 4D | Annapolis, MD 21409 | 410.626.8198
409 Love Point Road | Stevensville, MD 21666 | 443.249.3337
Modera Wealth Management, LLC is an SEC-registered investment adviser, which does not imply any level of skill or training. For additional information, see the Investment Adviser Public Disclosure website www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
