Helen Modly (CFP®, CPWA®)

Helen Modly focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Helen entered the investment industry in 1981, earning her Chartered Financial Consultant designation in 1986 and her Certified Financial Planner designation in 1997 and her Certified Private Wealth Advisor designation in 2011.

Her passion to for the fee-only, disciplined investment management process employed by Buckingham evolved from almost 20 years of seeing how the industry packages and pitches investment products. She has always adhered to a Client First-Client Only culture as a reaction to the vastly unlevel playing field that exists for most investors. Her insistence on acting solely in her clients’ best interest is a founding principle at Buckingham.

Helen is a prolific writer and her columns appear regularly on Morningstar Advisor. Helen is recognized as a retirement income planning expert 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, and local CPA conferences.

Additional Information

Helen is a member of the National Association of Personal Financial Advisors (NAPFA) and past president of the Financial Planning Association-National Capital Area. She is a frequent presenter and authors a monthly financial planning column on MorningstarAdvisor.com. 

Please visit our website for more information at: http://Buckinghamadvisor.com/Fairfax

NAPFA Start Date

November 12, 2003


This Office

11325 Random Hills Rd Ste 210 Fairfax, VA 22030-6068 Phone: (703) 760-3673

Other Offices

112 West Washington Street Suite 204 Middleburg, VA 20117 Phone: (540) 931-9051