Modera Wealth Management LLC
100 N. Cherry St.
Suite# 505
Winston-Salem, NC 27284
United States
Phone: 336-659-0050
Email: bstadler@moderawealth.com
Website: https://moderawealth.com/offices/winston-salem-nc/
Training: Active Registered Life Planner® more info
Specialties 1. I've been working so hard to get to retirement, but I haven't spent much time thinking about what I'm retiring to and how my age and health may impact those choices. We can work together to clarify what's most important to you in this next chapter of life, while helping you structure the financial supports and "health awareness" to bring these next steps into reality. 2. "I'm still raising kids and now I've got parents that need help caring for themselves." Being in the "sandwich generation" is hard. There are so many moving parts and changing priorities! Let's sort through those priorities of your kids' education, their weekly activities, and your fears for their future, while simultaneously learning about the continuum of care for your parents as they age. Consider their options and resources, both financial & non-financial, to help your parents live their best lives. 3. "OK, I admit I'm getting older. I want to make some plans as my spouse and I age, to build in the support we may need in the near and not too distant future." Initially, we all think we want to "age in place". What does that look like as needs increase? What supports are needed? Which compromises are the most comfortable? If we don't stay in our home, what are the other options that can lead to still taking part in the activities that help us feel like ourselves, keep us connected socially, and still doing the things that make us want to get out of bed in the morning!? We'll join with you to understand and explore the options. How will you deploy your resources? Let's take stock of your interests, talents, skills, relationships, your time, your health and your finances to make this life chapter bright and rewarding. What moves you? What motivates you? What makes you want to get out of bed in the morning? Let's focus on THAT!
Senior Life Planning Specialist
About My Practice
Modera (mod‧er‧a)
The Latin word "modera" loosely means to provide management/direction or to moderate in a controlled manner.
We strive to deliver sophisticated, fee-only wealth management in a highly personal way.
We:
are a fee-only, registered investment advisor.
are a fiduciary, always acting in our clients' best interest.
have grown to more than 200 employees in 20 offices along the East Coast.*
manage $17.5 billion in assets for more than 6,300 individuals, families and businesses.*
are proudly a majority employee-owned firm run by a board of managers.
Approximately one-third of Modera's staff are shareholders; we truly care about our business and its long-term viability!*
*As of Dec. 31, 2025
About Bill Stadler
I'm a Certified Financial Planner(r), a Registered Life Planner(r) through the Kinder Institute of Life Planning and an Enrolled Agent designated through the IRS.
I worked for Fidelity Investments for eight years, in offices as diverse as Portland, ME and Greenwich, CT. After leaving Fidelity, I sought out a more "whole person" approach to financial planning, which led me to the Kinder Institute of Life Planning. Focusing more time & energy on a client's goals for life - the most important part of any financial plan - it simply is financial planning done right. I operated a solo Registered Investment Advisory firm in Trumbull, CT based on those principles for four years.
I've taught Personal Financial Planning at the university level and operated a Senior Life Planning service - Next Act Financial Planning, as we all worked our ways out of the COVID crisis.
I believe there is a great need for education, direction, and support as we each confront the realities brought on by our aging parents, or face the complications of increasing age ourselves. Where to live or how to age in place; and whichever path we take, understanding how to draw the right supports around us.
Ideal Clients
I specialize in Senior Life Financial Planning. I see this time of life mostly in three scenarios:
Qualifications
No asset minimums
Compensation
Fee-only
No conflicts of interest through commissions, sales goals, or referral fees.
RLP ® Since
2009
Industry Start Date
2001