Robert D. Siefert

Robert D. Siefert

| CFP®

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

535 Boylston Street
Suite 300
Boston, MA 02116

Robert Siefert 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?

Bob Siefert is a Principal and Wealth Manager of Modera Wealth Management, LLC, a fee-only wealth management firm with offices in Boston, Massachusetts and Westwood, New Jersey. 

Bob specializes in portfolio construction, retirement accumulation and distribution strategies, and philanthropic planning for high-net worth individuals, families, corporations, non-profit organizations and others.  His interest in philanthropy includes investment advisory services for foundations, trusts and charitable organizations.
 
Professional Background
Bob started his own financial planning practice in 1994. Three years later he joined John LeBlanc, CFP® to found Back Bay Financial Group, Inc., which in 2011 became Modera Wealth Management, LLC. Bob’s earlier corporate experience includes the areas of personal trust management, pension and retirement planning, and mutual fund administration. He has worked for well-known organizations including SEI Corporation, State Street Bank, The Boston Company and Mellon Bank.
 
In addition to being a NAPFA Registered Financial Advisor, Bob is a member of the National Association of Tax Practitioners and the Boston Estate Planning Council.  As an active member of the financial planning community, he is often invited to speak on topics related to portfolio construction using efficient asset management techniques. Bob has been quoted in several publications including: The Wall Street Journal, Investment News, American Executive, Financial Planning Magazine and Investment Advisor.        
 
Education
Bob completed Boston University’s program for Financial Planning and earned his CERTIFIED FINANCIAL PLANNERTM designation in 1995. He received a Bachelor of Arts degree in political science from Holy Cross College and an MBA from Boston College.
 
Personal                        
Bob currently resides in the Boston area with his wife Maureen.  He is an avid runner and especially enjoys running in a variety of geographic environments.  With a personal commitment to community involvement and to art appreciation, Bob also has had the honor of serving on the Board of Directors for the Boston Children’s Chorus.