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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Executives, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Death in the Family, Divorce Planning, Early Retirement or Financial Independence, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Aaron specializes in helping individuals, families, business owners, and nonprofit organizations make confident financial decisions. He values building strong relationships with clients and believes that understanding their goals, concerns, and priorities is the foundation of effective financial planning. Aaron is known for his approachable style, thoughtful guidance, and ability to simplify complex financial matters. Aaron has spent his career helping clients navigate financial and life transitions through comprehensive planning and investment advice. Prior to joining Modera, he founded and led Marathon Wealth Management, where he worked closely with clients while also overseeing the firm’s strategy, operations, compliance, and team development. Aaron and his team recently joined forces with Modera, expanding the resources available to clients while maintaining the personalized service and relationships they value. In addition to serving clients, Aaron enjoys mentoring advisors and supporting Modera’s continued growth in New York’s Capital Region. He earned a Bachelor of Arts in Psychology from Hobart College and is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® (CDFA®).
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.