Patrick Runyen
Director of Advisory @Modera Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Director of Advisory @Modera Wealth Management
Philadelphia, PA, US
Founded in 1983, we are a fee-only firm that is committed to upholding the fiduciary standard. We provide financial planning that positions the families we serve to be better stewards of their wealth. Our clients come from diverse professional backgrounds, yet they all care about similar things: Protecting their legacy for future generations, finding financial peace of mind, and aligning their wealth management choices with their goals.As Principal and Wealth Manager, I build and implement financial life plans for clients. In that role, I leverage my technical financial planning and consulting experience to assist clients with Investment Management, Cash Flow/Budgeting, Estate Planning, Insurance Counseling, Retirement Planning, Tax Planning and Charitable Giving in order to help them secure their financial future.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
EDUCATION
La Salle University
MBA, Accounting Concentration
Saint Joseph's University
BS, Finance
SKILLS
ABOUT PATRICK RUNYEN
Certified Public Accountant (CPA)Certified Financial Planner (CFP)Personal Financial Specialist (PFS)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.My mission is to build deep, lasting relationships with my clients so they can spend more time doing the things they love to do. I collaborate with clients’ other tax and legal professionals, so that financial planning is seamlessly coordinated and highly personalized.My wife Ann and I live in Downingtown, PA with our two sons, Archie and Henry. Outside of work, I enjoy traveling with my family, visiting National Parks, exercising, playing/watching sports, and becoming a better fly fisherman.Modera Wealth Management, LLC, is an independently owned, fee-only, fiduciary wealth management firm. We take pride in the fact that, since our inception and without exception, we place clients’ interests first. We are active and vocal advocates for our clients and for the fiduciary standard. We support and promote the fiduciary standard both within our profession and to the public at large.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.