Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management.
The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers of the firm.
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Bernhardt Wealth Management (BWM) was established in 1994 out of a desire to eliminate the cookie-cutter mindset and deliver high quality service based on the principle of fiduciary care. Since then, the office in McLean, VA has been helping affluent individuals, families, and business owners across the country make smart decisions about their money so that they can focus on what matters most to them.
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“Bernhardt and Modera not only share the same investment approach and wealth management philosophy, but also the dedication to providing independent, fee-only advice to our clients. We believe the combination of BWM and Modera will enhance resources and capabilities and ensure our ability to provide optimal financial guidance to our clients, now and well into the future. The personal relationships with our clients are built on trust, and we are committed to serving as their trusted and reliable wealth guide throughout their life’s journey.” – Gordon Bernhardt, Principal and Wealth Manager at Modera, previously Founder of Bernhardt Wealth Management.
“Our expansion to Northern Virginia supports our continued commitment to the fee-only approach. We continue to grow our firm to provide more depth and breadth in expertise to our clients as well as to provide more career path opportunities for our staff.” – Tom Orecchio, CEO, Principal and Wealth Manager.
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