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Omar P

CFP®, Series 65

Allentown, PA

Modera Wealth Management, LLC

Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Edwin B

CFP®, Series 63

Allentown, PA

Modera Wealth Management, LLC

Edwin Baldrige III is a CFP® with 31 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he was with Baldrige Asset Management for 24 years and Commodity Exchange Inc for 37 years. He serves as board treasurer for Hawk Mountain Sanctuary and Sustainable Food Alliance, where he is involved in financial oversight and grant approvals. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael I

CFP®, Series 65

Allentown, PA

Modera Wealth Management, LLC

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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