Timothy S. Koehl, CFP^®

Principal & Wealth Manager

Modera Wealth Management

535 Boylston St., Ste 300
Boston, MA 02116

FINANCIAL ADVISOR'S WEBSITE

www.moderawealth.com

(617) 247-0518

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We do not receive commissions of any kind on anything we recommend. We are held to a fiduciary standard and are legally bound to provide advice based upon what is in your best interest.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Timothy Koehl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modera Wealth Management in Boston, MA and the surrounding communities.

Financial Advisor Overview

Since our founding in 1994, BWM has acted as a trusted financial advisor in all aspects of our clients’ financial lives by providing a full range of wealth management services. We bring a unique combination of professional competence, a passion for helping successful professionals, retirees and small business owners achieve their financial dreams, with a dedication to the highest ethical values. Working with BWM allows you to develop a quality of life that enables you to spend more time with your family, concentrate on your profession, give back to your community, pursue your personal dreams or make work optional.

Financial Advisor Experience

I have worked in the financial services industry for over 20 years. I literally grew up immersed in the business as my father was also a CFP® advisor. I was inspired by the positive impact he had on his clients’ lives. From him, I learned that by putting the client first and focusing on their goals and aspirations, I could help people achieve their dreams with a disciplined approach to investing and personal finances.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - AAMS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Sudden Wealth, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We do not receive commissions of any kind on anything we recommend. We are held to a fiduciary standard and are legally bound to provide advice based upon what is in your best interest.