Barry Kaplan (CFP®, DDS, EA)
Barry Kaplan focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Medical Professionals
- Tax Planning
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Medical Professionals
- Tax Planning
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.
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 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 40 years. Their son Adam is a graduate of the University of Arizona. Adam lives with his wife and son in Brooklyn. Barry’s daughter Joelle, a graduate of the University of North Carolina and the University of Texas-Dallas, is a speech pathologist and lives with her husband 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 Watersound, Florida. (CAM 3323)
NAPFA Start Date
June 01, 2006
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.