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Advisors / Maryland / Stevensville
15yrs

John Ebinger

Financial advisor at Modera Wealth Management

John Ebinger is a fiduciary financial advisor in Stevensville, Maryland, with 15 years in the industry. After seven years at Bay Point Wealth and less than a year at Osaic Fa, John joined Modera Wealth Management in 2024, a firm offering financial planning, investment management, and retirement plan consulting. John’s designations include CFA and CFP®.

One of 15 advisors with offices in Stevensville, and one of 14 fiduciaries.

Stevensville, MD 21619CFACFP®Fiduciary advisor

At a glance

Experience15 years (since 2011)
How that compares ?More experience than 64% of advisors at Modera Wealth Management
Office409 Love Point Road, Stevensville, MD 21619
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.73 million
Advisors at the firm135
States licensed ?1 state

Services through Modera Wealth Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFACFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Nov 2024 – now
  2. 2018 – 2024
    Bay Point WealthPreviously
  3. Oct 2017 – Feb 2018
    Osaic Fa, Inc.Previously
  4. Mar 2017 – Apr 2017
  5. 2011 – 2017

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Modera Wealth Management at (201) 768-4600 and ask for John Ebinger. John works from the Stevensville, MD office.

How long has John been a financial advisor?

John has been in the industry since 2011, about 15 years. More experience than 64% of advisors at Modera Wealth Management.

What licenses does John hold?

Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Modera Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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