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Melissa H. Motz, CFP®, CPA, MS

Motz Wealth Management

24 Mainland Rd
Unit 4
Harleysville, PA 19438
Phone: (215) 513-6240
Fax: (215) 513-1614

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

About My Practice

Since 1983, MotzWealth Management has met client needs in a timely and caring way through attention to detail, a friendly, personal approach, and an understanding of complex financial, tax, and economic issues. We offer a full range of financial planning and wealth management services, specializing in financial planning for women in transition. At Motz Wealth Management, we use comprehensive analysis and personalized recommendations to help our clients take control of their financial lives.

 

Experience

Melissa Motz, CFP®, CPA,MST, is the founder and President of Motz Wealth Management. She has more than 25 years experience in investment management, financial planning, and tax planning.

Since establishing her own tax practice in 1983, Melissa Motz has offered common-sense financial advice to hundreds of clients. In 1995, she began to formally provide her clients with financial planning. In 2002, she became a CERTIFIED FINANCIAL PLANNER™ professional. 

A Pennsylvania native, Melissa has a bachelor’s of business administration in accounting from Temple University and a Master’s degree in Taxation from Drexel University. She is a member of the National Association of Women Business Owners, the Omega Institute Stewardship Council, and she serves on the Board of Trustees for the Grand View Health Foundation. In 2010 and 2011, she received the Five Star Wealth Manager Award from Philadelphia magazine.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: PA, FL, Health/disability insurance: PA, FL, Fixed annuities: PA, FL, Variable annuities: PA, FL
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
Broker-Dealer Affiliation
Cambridge Investment Research, Inc.
Broker-Dealer Disclaimer
Melissa H. Motz, CPA, CFP®, MS, is a Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Motz Wealth Management and Cambridge are not affiliated.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.