Jenny Martella
MBA, CFP®
Modera Wealth Management
Principal & Wealth Manager
Jenny Martella
MBA, CFP®
Modera Wealth Management
Principal & Wealth Manager
As a fee-only financial planner, my passion is offering unbiased financial advice to help my clients live well. - Jenny Martella, MBA, CFP®
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Jenny Martella is a Charlotte, NC fee-only financial planner. Modera Wealth Management provides comprehensive financial planning, investment management and foundation/endowment investing to help individuals, families, trusts, institutions, and philanthropic organizations organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jenny Martella is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jenny Martella is a Principal and Wealth Manager at Modera Wealth Management, LLC. Her main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios. Jenny also serves as a member of the firm’s Financial Planning Committee.
PROFESSIONAL EXPERIENCE
Prior to joining Modera in 2020, Jenny served as Principal and Director of Financial Planning at Keatley Wealth Management (KWM). Jenny enjoyed an eight-year career at KWM, where she worked to help
build the firm. Jenny’s achievements at KWM were due in part to her passion for helping individuals plan their financial futures, and implement these plans. Jenny focuses on connecting with her clients and empowering them with a feeling of clarity and confidence in the financial planning process. Jenny also has a background in banking, with a 15-year prior career working as a commercial loan officer and private banker to high net worth clients. She decided to transition from banking to the field of fifinancial planning in 2011, after she witnessed many friends and family members receiving poor or inadequate advice in the wake of the 2008 to 2009 financial crisis. Jenny has been quoted in the Wall Street Journal, Kiplinger Personal Finance, and Financial Advisor IQ. She has also served as a panelist on a recorded webinar for Fidelity Charitable to discuss the topic of tax efficient giving strategies and donor advised funds.
Jenny Martella is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management as of December 31, 2021. We operate on a fee-only model that puts our clients’ needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jenny Martella is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jenny Martella is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jenny Martella is Mentioned in Citywire: "$2.4bn New Jersey RIA buys Charlotte shop, adds internal owners"
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Jenny Martella is Quoted on FinancialAdvisorIQ: "Here’s Why Long Term Care Remains Elusive for Advisors"
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Jenny Martella is Featured in the Wall Street Journal: "On Managing Sudden Wealth"
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Jenny Martella is quoted on Kiplinger: "6 Steps to Retire When You Want"
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Jenny Martella is Mentioned in the Charlotte Observer
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Jenny Martella is Featured in The Business Journal
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Jenny Martella Supports the Certification in CFP® Financial Planning Education Program at Queen University
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Jenny Martella is Mentioned on The Side Business Show Podcast: "IKE-13: Building a $48K/yr Nest Egg with Matt Martella"
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Jenny Martella is a Supporter of Supportive Housing Communities
Contact Jenny Martella
Office Locations:
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7615 Colony Rd
Suite 120
Charlotte, NC 28226
