Barry Kaplan (CFP®, DDS, EA)

Barry Kaplan focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Annuities
  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving

Planning Specialties

Dr. Barry H. Kaplan is a Principal and Wealth Manager at Modera Wealth Management, LLC. As a Wealth Manager, he specializes in working with executives, health care professionals and retirees. He serves on the Investment Committee at Modera.

PROFESSIONAL EXPERIENCE

Prior to his career in wealth management, Barry practiced dentistry for twenty years until an injury ended his successful dental career. Fortunately, he had previously discovered a passion for financial planning and now holds the CFP® certification. After his dental career he joined The Ayco Company, L.P., a subsidiary of Goldman Sachs, as a financial planner and, subsequently, Cambridge Wealth Counsel. Barry and the Cambridge Wealth Counsel team joined Modera in 2017.

Barry graduated from Emory University with a Bachelor of Science degree in biology and with a Doctor of Dental Surgery degree. Barry is a member of the National Association of Personal Financial Advisors (NAPFA) and is committed to fee-only financial planning. He also is a member of the Financial Planning Association, and the National Association of Tax Professionals.

Additional Information

Barry has been quoted or profiled in publications such as the Wall Street Journal, New York Times, Business Week, Bloomberg.com, Smart Money, Kiplinger’s Retirement Report, Consumers Report Money Letter, Dow Jones Newswire, Wealth Manager, Investment News, Investment Advisor, Inside Dentistry, NAPFA Advisor Magazine and many others. Barry has had his article "What’s the Best Way for Retirees to Invest Their Nest Egg" published in the Wall Street Journal.

OUTSIDE OF MODERA

Barry lives in East Cobb, Georgia, with Bev, his wife of over 35 years. Their son Adam, a graduate of the University of Arizona, is COO of NumberFire, a division of FanDuel, in Manhattan. Adam and his wife Paige have a son named Aiden. Barry’s daughter Joelle, a graduate of the University of North Carolina and the University of Texas-Dallas, is a speech pathologist in Charlotte, North Carolina. While not working Barry enjoys travel, reading financial and investment books and publications, road cycling and spending time with his family and dogs at home and in Santa Rosa Beach, Florida. (BIO 3/6/19 ER)

NAPFA Start Date

June 01, 2006

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This Office

5555 Glenridge Connector, Ste 150 Atlanta, GA 30342-4740 Phone: (678) 385-1166