Photo by Bill Whaley Photography
582 Bellerive Rd, #4D; Annapolis, MD 21409; 410-626-8198; www.moderawealth.com
Serving the Chesapeake Bay area since 1998, our independently managed, fee-only firm delivers personalized wealth management with a warm, human touch. Led by Bill Hufnell, Dan Ebinger, and Billy Hufnell, we offer comprehensive financial planning with investment strategies tailored to your goals. From retirement and education savings to estate, tax, and insurance planning, we help simplify your financial life. As a fiduciary, it is our honor to help guide you through your financial journey. SEC-registered investment adviser | See the Investment Adviser Public Disclosure web site for more information | Investments involve risk of loss.
Wise words: “Nothing makes us happier than helping you live well.”
