Modera Wealth Management

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Atlanta is here for you, serving downtown and surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Based in Atlanta, GA, I'm fortunate to serve women and their families located across the country. I even have a client who is citizen and resident of Japan. As a financial advisor, much of my work revolves around money and finance, but the ultimate goal of my advice is to help my clients live a wonderful life without regret.