Jenny Martella

MBA, CFP®

Modera Wealth Management, LLC

Principal & Wealth Manager

Jenny Martella

MBA, CFP®

Modera Wealth Management, LLC

Principal & Wealth Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - 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 planninginvestment 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.

Prior to joining Keatley Wealth Management in 2012, Jenny Martella enjoyed a 15-year career working as a commercial loan officer and private banker to high net worth clients.  The Keatley team joined Modera in 2020.  Her experience includes a role as Vice President in charge of loan underwriting in a real estate construction loan department at a small regional bank. She also managed a multi-million-dollar micro-loan portfolio for a non-profit which loaned funds to businesses who manufactured products using recycled materials.

Jenny has always had a strong personal interest in financial planning. She decided to pursue it as a career when she noticed many friends and family members receiving poor or inadequate advice from financial professionals in the wake of the 2008-2009 financial crisis. This decision led her to successfully complete the Financial Planner graduate course of study at Queens University and earn the CFP® (CERTIFIED FINANCIAL PLANNER™) certification.

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 lives in Charlotte, North Carolina with her husband and two children. An avid swimmer/cyclist/runner, Jenny likes to compete in local triathlons and swims on a U.S. Masters swim team. She is a Girl Scout troop leader, and loves helping girls develop leadership skills and a love of nature. She volunteers regularly at her church, and is currently serving on the Stewardship/Finance leadership board.

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 $2.7 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

*regulatory client assets under management as of December 31, 2019

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

  • National Association of Personal Financial Advisors (NAPFA)
    Jenny Martella is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Jenny Martella is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

Contact Jenny Martella

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Office Locations:

  • 7615 Colony Rd
    Ste 120
    Charlotte, NC 28226

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