Karl H Graf

About Karl H Graf

Certified Financial Planner (CFP)As a Principal and Wealth Manager I work to help a select group of accomplished professionals, executives, physicians and business owners achieve their family’s personal financial goals and aspirations. My mission is to build deep, lasting relationships to facilitate the open, candid and detailed conversations that are necessary to gain a real understanding of client goals, concerns and opportunities. We help clients prioritize and achieve their goals utilizing fee-only financial advice. I am proud and gratified to be a planning partner for our clients and to lend our experience and advice in an engaging and straightforward way, thus enabling clients to focus on what they do best. We strive to facilitate communication by interacting with a client’s other advisors (attorneys accountants, risk management professionals, business brokers and personal coach) to help align and enhance the effectiveness and efficiency of effort from all participants.Modera Wealth Management, LLC, is an independently-owned, fee-only, fiduciary wealth management firm. We take pride in the fact that since our inception we have worked to place client interests first. We are active and vocal advocates for our clients and for the fiduciary standard, and support and promote it both within our profession and to the public at large

Experience

1. Principal and Wealth Manager

   Modera Wealth Management

   Jan 2016 — Present

   Modera Wealth Management, LLC is an independent, fee-only Registered Investment Advisory firm (RIA) with over $11 Billion of of managed assets as of July 2023. Modera provides investment management, financial planning, tax services, trust services and business retirement services to families and businesses through our 16 offices along the eastern US.