Mark Rioboli

CFP®, CFS

Modera Wealth Management

Principal & Wealth Manager

Mark Rioboli

CFP®, CFS

Modera Wealth Management

Principal & Wealth Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Rioboli, CFP®, CFS

484-321-5406

Fee-Only financial planner located in Wayne, PA, serving clients locally and across the country

Meet Mark Rioboli

Mark Rioboli is a Principal and Wealth Manager at Modera Wealth Management, LLC. Mark specializes in working with physicians, business owners, entrepreneurs, and institutions. As a Wealth Manager, Mark applies his expertise and attention to detail to solving clients’ financial puzzles. He has over 30 years of experience in the wealth management industry.

Professional Experience

Mark and the Independence Advisors Team joined Modera in January 2021. Mark joined Independence Advisors in 2006. Prior to joining Independence Advisors, he held positions as Vice President and Investment Advisor at PNC Wealth Management; President and CEO of Bryn Mawr Asset Management, a subsidiary of The Bryn Mawr Trust Company; and a Manager in the Personal Financial Services Group of PricewaterhouseCoopers, LLC.

Mark is a Certified Financial Planner™ professional and a Certified Fund Specialist. He earned a B.S. in Finance from St. Joseph’s University. In 2011, he served as President of the Philadelphia Tri-State Financial Planning Association and spent a total of seven years on the board.

Outside of Modera

In his free time, Mark enjoys spending time with his wife of over 30 years, Joan, and their two children. He enjoys learning about the latest advances in health, nutrition, and fitness. Mark also serves on the Investment Committee of the Board of Trustees for the Overbrook School for the Blind.

Mark Rioboli 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Rioboli 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.

Contact Mark Rioboli

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Office Locations:

  • 620 Lee Rd
    #100
    Wayne, PA 19087

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