On Team and Time: Efficiency in Serving Clients

Buckingham Wealth Advisor Helen Modly shares her story, and how her experience led to a team-oriented, comprehensive approach for helping investors meet their financial goals, in this Wall Street Journal profile.




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Helen Modly, CFP®, CPWA®

Helen has an almost insatiable intellectual curiosity and professional energy. She has earned the Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor℠ designations. Helen is a prolific writer, and her columns appear regularly in MorningstarAdvisor and Horsesmouth.com. She is recognized as a specialist in retirement income planning and is frequently quoted in publications such as the Wall Street Journal, Forbes, Money Magazine, Business Week and The Washington Business Journal. She enjoys speaking on financial planning and investment topics and has presented at both local and national financial planning conferences, local bar associations and CPA groups.

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