Bill HouckCFP®, ChFC®
Principal & Wealth Manager
Bill has over 20 years of financial industry experience and currently serves high-net worth individuals, families, non-profit organizations, and others seeking wealth management and portfolio management expertise.
Who I Help
- Doctors, lawyers, executives, and business owners
- Individuals near or in retirement
- Individuals experiencing a major life event
- Trusts and charity non-profit organizations
Professional Designations
Education
Giving Back
Read more about Bill
I highly value the ongoing collaborative partnerships I have with my clients and their other professionals in working together towards common goals.
We have come across well intended estate plans that are not fully implemented. Helping to implement a complex estate plan, which sometimes is an ongoing multi-year process, creates impact by aligning the client’s intentions to the possible future outcome.
I enjoy working at an independent firm owned by financial planners. This allows us to operate on a higher academic and creative plane, where most of the industry remains stuck in a culture that is dictated by the agenda of product manufacturers and large parent companies.
Educational Articles
What do you value most in your client relationships?
I highly value the ongoing collaborative partnerships I have with my clients and their other professionals in working together towards common goals.
What’s a particularly rewarding example of how you helped to create impact for a client?
We have come across well intended estate plans that are not fully implemented. Helping to implement a complex estate plan, which sometimes is an ongoing multi-year process, creates impact by aligning the client’s intentions to the possible future outcome.
What do you enjoy most about working at Modera?
I enjoy working at an independent firm owned by financial planners. This allows us to operate on a higher academic and creative plane, where most of the industry remains stuck in a culture that is dictated by the agenda of product manufacturers and large parent companies.