Melissa  Beach
Melissa Beach

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 Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

3715 Northside Pwy NW
Suite 1-145
Atlanta, GA 30327

Melissa Beach 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?

Missie Beach is a Financial Advisor at Modera Wealth Management, LLC. Her role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working towards their financial and investment goals. Missie has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.  Missie also serves as a member of the firm's Financial Planning Committee.

Prior to joining Modera, Missie spent many years offering investment counsel and financial planning to high-net-worth individuals, families and not-for-profit organizations at Homrich Berg, an independent wealth management firm with over $3 billion assets under management.  Prior to Homrich Berg, Missie worked for The Ayco Company, a Goldman Sachs company. While at Ayco, she worked on a team to provide comprehensive financial services to corporate executives as well as high-net-worth individuals.  Areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management.

Missie graduated cum laude with a bachelor's degree in Business and a minor in Dance from Wake Forest University.  She received her master's degree in Personal Financial Planning from Georgia State University where she was named Outstanding Personal Financial Planning Graduate Student of the Year. Missie holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

She is an active parent volunteer at The Westminster Schools and with The Junior League of Atlanta.  She serves as a den leader with the Boy Scouts of America.  In her free time, she and her husband enjoy attending their two sons' sporting events.