CoverProfile

William J Hufnell

Principal and Wealth Advisor

Modera Wealth Management

United States, Maryland, Annapolis

About Me

William J. Hufnell is founder and principal at Bay Point Wealth Management, a leading fee-only, fiduciary wealth management firm. Bill earned his Bachelor’s degree from Georgia State University in accounting and his Master’s degree in finance from Johns Hopkins University. Bill is a Certified Public Accountant (CPA) with extensive knowledge in Federal income tax laws and Federal estate tax laws. He is also a CERTIFIED FINANCIAL PLANNER® (CFP™), the most highly regarded designation within the financial planning industry. The CFP™ designation reflects Mr. Hufnell’s extensive experience and education in the financial planning arena, as well as his commitment to continuing education and the C

View more

Profile Information

Principal and Wealth Advisor

Modera Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Annapolis

Maryland

United States

Mar 28, 2025

More profiles to browse

Profile Photo
George Padula
Co-Chief Investment Officer, Wealth Manager & Principal
Profile Photo
Tom Orecchio
Chief Executive Officer, Principal & Wealth Manager
Profile Photo
Eric Sneider
Wealth Manager, Principal
Profile Photo
Timothy Clark
Principal and Wealth Manager

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc