Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joshua M

Series 65

New York, NY

Modera Wealth Management, LLC

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined Modera in 2026 and previously worked in retail and apparel companies including PVH and The Gap. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation and combines 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
user avatar
firm logo

Thomas A

CFP®, Series 65

New York, NY

Modera Wealth Management, LLC

Thomas Ausfahl is a CFP® professional with 16 years of experience in financial advising. He has worked at Modera Wealth Management, LLC since 2022 and previously spent 11 years at Greystone Wealth Advisors LLC. Ausfahl serves as secretary and membership director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines enterprise-scale advisory operations with in-house accounting and tax services to offer an integrated adviser and accountant service model.

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

Michael G

CFP®, Series 66

New York City, NY

Modera Wealth Management, LLC

Michael Gibney is a CFP® with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2016. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

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

Elizabeth B

CFP®, Series 66

New York, NY

Modera Wealth Management, LLC

Elizabeth Brozena is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. She previously worked at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)