Mindy Cleaveland (CFP®)

Mindy Cleaveland focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Women's Financial Planning Issues

Planning Specialties

Mindy Cleaveland is a Senior Financial Advisor with Modera Wealth Management, LLC. Mindy helps individuals and families who have planning needs centered around disability or other medical conditions. She also partners with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). Mindy’s expertise in financial planning spans risk management, investment management, retirement income planning, tax planning, and gift, trust and estate planning across her clients’ lifetime. She works closely with her clients to understand, then organize and prioritize, their goals in order to build a comprehensive plan centered around these goals. In addition, she works closely with her clients’ other professional team members, such as accountants, estate attorneys, and insurance agents, to see that all aspects of the plan work together.

PROFESSIONAL EXPERIENCE - Mindy began her finance career with Fidelity Investments in 2011. During her time there, she was responsible for maintaining and deepening client relationships. She provided comprehensive reviews with her clients to assess their financial goals and provide them with various considerations to improve or maintain their plan.

Prior to working in the financial planning field, Mindy worked as an in-home therapist for children with autism and their families. She created and implemented behavioral, social, and educational intervention programs to help the children reach their maximum potential.

Additional Information

Mindy received her Bachelor of Arts degree in Economics and Psychology and a minor in Spanish from the University of Maryland, Baltimore County (UMBC). Mindy is a Certified Financial PlannerTM professional and a Chartered Special Needs Consultant®.

OUTSIDE OF MODERA - In her free time, Mindy enjoys trying new restaurants and cuisines in the area, traveling abroad, visiting her family in Maryland and occasionally catching a Ravens game at M&T stadium. She resides in Fort Lee, NJ with her fiancée Lisa. Additionally, Mindy supports various non-profit organizations such as the Human Rights Campaign (HRC), Lustgarten Foundation for Pancreatic Cancer Research, and Autism Speaks. (4/24/2020-#2680-ER)

NAPFA Start Date

October 31, 2018

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (301) 998-6595 Fax: (201) 768-1111