Mark  Willoughby

Mark Willoughby

| CFP®, CFA®

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
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

56 Jefferson Avenue
Second Floor
Westwood, NJ 07675

Mark Willoughby is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Mark Willoughby is Principal and Wealth Manager of Modera Wealth Management, LLC, a fee-only wealth management firm with offices located in Westwood, NJ and Boston, MA.

Prior to joining Modera Wealth Management in 2001, Mark held senior positions at Deloitte & Touche, Morgan Stanley, and Chase Manhattan.  He has 16 years of experience in the wealth management business.  Mark received a Bachelor's Degree in Business from the University of Galway in Ireland, and completed a Post-Graduate degree in Accounting from the University of Dublin in Ireland.  His professional credentials include the following:

CFA Charterholder (CFA)
Certified Financial Planner (CFP®)
Chartered Accountant (ACA) 

Mark is a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA).  He is also a member of the CFA Institute, the Atlanta Society of Financial Analysts and the Association of Chartered Accountants in Ireland.  He was named a Reuters 2007-2008 AdvicePoint Top Advisor, which recognizes him as one of the top 500 financial advisors in America.  He also has been recognized as a 2011 FIVE STAR Wealth Manager, as seen in New Jersey Monthly Magazine.  Mark has spoken at the New School for Social Research in New York City, and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL.  Mark's quotes on financial industry trends have been featured in various print media including:

The Wall Street Journal
Wealth Manager Magazine
CFA Magazine
The Newark Star-Ledger
Financial Planning Magazine
Dow Jones Newswire

Mark is a member of the Board of Directors of the Invest in Kids Foundation, Inc., a charity founded by the firm in 2004 to serve the needs of underprivileged children, and a Director of the Modera Wealth Management Scholarship Fund.  He is also an active member of NAPFA, and co-chaired the association's 2009 regional conference in Orlando, FL.