Laurie Kane Burkhardt

Laurie Kane Burkhardt

| CFP®, MBA

Modera Wealth Management, LLC

Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Planning for Business Owners
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Women\'s Financial Issues

Visit Us

535 Boylston Street
Suite 300
Boston, MA 02116
Laurie Burkhardt is a Wealth Manager at Modera Wealth Management’s Boston office and has more than 30 years of experience in financial services. Laurie works with clients to formulate financial planning and investment goals and monitor progress towards their attainment. Laurie has significant experience in helping clients to understand planning issues for professional women, same sex couples and elderly parents.  Laurie is a Fee Only Financial planner and a NAPFA-Registered Financial Advisor. 

Modera Wealth Management, LLC is a leading wealth management firm with offices in Westwood, New Jersey; Boston, Massachusetts; and Atlanta, Georgia that has been helping clients to identify and achieve their financial goals for the past 25 years. With their talented staff of professionals, clients receive the personalized service of a small, boutique firm along with a broad array of investment opportunities, including unique alternative investment offerings.