Thomas A. Orecchio

Thomas A. Orecchio

| CFA®, CFP®, ChFC®

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

Thomas Orecchio 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?

With over 20 years of experience in wealth management, Tom Orecchio has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. As a principal and wealth manager at Modera Wealth Management, LLC, he has had the privilege of serving individuals, families, non-profit foundations, trusts, corporations and others in all areas of their investment and wealth management needs.
 
Tom’s career began at Heritage Financial where he worked as a financial planner. In 1995, he joined the firm Greenbaum and Associates where he later became a partner. His role as a principal and wealth manager continued as the firm grew and evolved to its current entity, Modera Wealth Management, LLC. Tom also serves as one of the founding managing members of Modera Alternative Investments, LP, a private partnership for accredited Modera clients on alternative investments.
 
Tom has demonstrated his leadership and commitment to fiduciary standards in the industry by serving as Chairman of the National Association of Personal Financial Advisors (NAPFA) (2007-2008), a national board member (2004-2008), and currently as a NAPFA-Registered Financial Advisor. He is an active member of the CFA Institute, the Financial Planning Association (FPA) and the Society of
Financial Service Professionals.
 
Education
Tom received his B.A. in Government and Law from Lafayette College and then went on to earn some of the most prestigious credentials in the industry.  He is recognized as a Chartered Financial Analyst®, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, a Chartered Life Underwriter® and an Accredited Investment Fiduciary.
 
Accolades
Tom’s many industry accolades include being named: a Top Wealth Advisor in the Nation by Worth Magazine (2005-2008); one of the Top 150 Financial Advisors in the Nation for Doctors by Medical Economics Magazine; a Reuters 2007-2008 AdvicePoint Top Advisor; and a 2011 FIVE STAR Wealth Manager. In 2008, he received the Reuters AdvicePoint Community Service Award for his work with
The Invest in Kids Foundation, a charity he co-founded in 2004 to serve the needs of underprivileged children. Tom’s quotes on financial industry trends have been featured in broadcast and print media including: CNBC, CNN, MSN, NBC, Fox News, The Wall Street Journal, US News & World Report, Time Magazine,Wealth Manager and Financial Planning Magazine.
 
Personal
Tom is actively involved in the community as a member of the Board of Directors of the Invest In Kids Foundation, Inc. and a Director of the Modera Wealth Management Scholarship Fund. He enjoys spending time with his family and, when he’s not working, he can often be found on the football or baseball field as a coach for his sons’ teams.