Mark Rioboli (CFP®, CFS®)

Mark Rioboli focuses in the
following client markets or areas of practice:

  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Mark Rioboli is a Principal and Wealth Manager at Modera Wealth Management, LLC. Mark specializes in working with physicians, business owners, entrepreneurs, and institutions. As a Wealth Manager, Mark applies his expertise and attention to detail to solving clients’ financial puzzles. He has over 30 years of experience in the wealth management industry.

Professional Experience - Mark and the Independence Advisors Team joined Modera in January 2021. Mark joined Independence Advisors in 2006. Prior to joining Independence Advisors, he held positions as Vice President and Investment Advisor at PNC Wealth Management; President and CEO of Bryn Mawr Asset Management, a subsidiary of The Bryn Mawr Trust Company; and a Manager in the Personal Financial Services Group of PricewaterhouseCoopers, LLC.

Mark is a Certified Financial PlannerTM professional and a Certified Fund Specialist. He earned a B.S. in Finance from St. Joseph’s University. In 2011, he served as President of the Philadelphia Tri-State Financial Planning Association and spent a total of seven years on the board.

Outside of Modera - In his free time, Mark enjoys spending time with his wife of over 30 years, Joan, and their two children. He enjoys learning about the latest advances in health, nutrition, and fitness. Mark also serves on the Investment Committee of the Board of Trustees for the Overbrook School for the Blind.

NAPFA Start Date

March 02, 2021

This Office

620 Lee Rd Ste 100 Wayne, PA 19087-5650 Phone: (610) 695-8070