William E. Houck

William E. Houck

| 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

William Houck 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?

Bill Houck is a Wealth Manager at Modera Wealth Management, LLC.  With over 14 years of professional industry experience, he is responsible for managing clients’ investment porfolios, developing financial plans and implementing wealth management strategies.
 
Bill’s career began at Vanguard worked as a financial planner.  In 2008, he joined Greenbaum and Orecchio, which later became Modera Wealth Management, LLC.  In his current role, he works closely with individual and families to help them meet their financial planning and investment goals.  His list of clients also includes a number of nonprofit organizations and trusts seeking strategies on portfolio design and implementation.
 
In addition to working with clients, Bill has demonstrated both leadership and commitment to the industry’s fiduciary standards by serving as the chair of the National Association of Personal Financial Advisors (NAPFA) Bergen/Rockland Study Group and as a NAPFA-Registered Financial Advisor.   He has presented a variety of retirement education seminars, including a four-credit CPA continuing education series entitled “Maximizing Your Client's Retirement Planning Opportunities.”  His quotes on financial industry trends have been featured in many recognized publications including: AARP Magazine, SmartMoney, Motley Fool, Investment News, New Jersey Newsroom, and The Newark Star-Ledger
 
Bill received his B.S. in Business Administration from the University of Delaware.  He is a CERTIFIED FINANCIAL PLANNER™ professional and recently earned the Chartered Financial Consultant® designation.  Outside of work, Bill is actively involved in his community as a volunteer coach and enjoys spending time with his family, traveling, playing golf and fishing.