Laurie Burkhardt (CFP®, MBA)

Laurie Burkhardt focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Laurie Kane Burkhardt is a Principal and Wealth Manager at Modera Wealth Management, LLC. Laurie works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Laurie has significant experience helping clients to understand planning issues for professional women, same sex couples and elderly parents. In addition to her work with clients, Laurie manages the team of financial advisors and planning associates in the Boston office.

Before joining Modera, Laurie worked for LPL Financial as a financial planning Consultant, where she provided guidance to financial advisors in the design, illustration and implementation of financial planning recommendations. In her prior financial planning roles, Laurie established financial planning strategic priorities and provided comprehensive financial planning services for clients at two financial services firms. Laurie managed the financial planning services offering for high net worth and small business clients of a Boston-based financial services firm with more than 200 advisors. She subsequently launched a new financial planning process for investment clients of a New England regional bank with more than $1.5 billion in assets under management. Prior to pursuing a career shift into financial planning in 2005, Laurie spent 20+ years in various management positions in financial management and strategic planning at MetLife.

Additional Information

Laurie earned a Bachelor of Science degree from Harvard University and a Master’s in Business Administration from Boston University. She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2005. Laurie is an active member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and Boston Estate Planning Council. Laurie serves on the Advisory Board of the Boston Chamber Women’s Network and is a member of the Women’s Initiative Committee for the Boston Estate Planning Council. She is also very involved with her local Unitarian Universalist community and regularly serves in a leadership capacity (including terms as the organization’s President, Treasurer and Trustee of the congregation’s endowment).

Outside Of Modera - A lifelong Boston-area resident, Laurie resides in Canton, MA with her husband Jim, and they are empty-nester parents of boy/girl twins. Laurie cherishes her many close relationships with family and friends. (CAM 3080)

NAPFA Start Date

December 11, 2012

This Office

535 Boylston St Ste 300 Boston, MA 02116-3785 Phone: (617) 247-0518