Broker Check
Melissa Motz

Melissa Motz

President and Wealth Advisor

Melissa has over 30 years of experience in investment management, financial planning, and tax planning. She grew up in Abington, Pennsylvania, where she attended Abington public schools. After graduating from high school, Melissa worked full-time as a computer operator for what was then Sperry Univac. While working, Melissa was a full-time student at Montgomery County Community College, later transferring to Temple University, where she graduated Summa Cum Laude in 1981, with a BBA in Accounting. 

Melissa built Motz Wealth Management through a meticulous work ethic, compassion for her clients, and a passion for the knowledge it takes to develop vision, and Melissa is able to explain complex financial, tax, and economic issues to her clients in easy to understand terminology, leading to an environment where her clients feel confident in her abilities and comfortable asking any questions they have. Melissa's clients take great comfort in her expertise, 30+ years of experience, commitment to meeting client needs in a timely and caring way, attention to detail, and personal approach. Melissa finds joy in helping clients to pursue prosperity for themselves and their families. She has complete respect for every client and strives to make each one feel special and valuable.

Personal

Melissa and her husband, Doug, live in Harleysville, PA. She has two grown children, Alissa and Danny, from her first marriage. Melissa enjoys reading, downhill skiing, golf, yoga, walking, bicycling, gardening, The Work® of Byron Katie, and spending time at her condo in Cape May, New Jersey.

Community

Melissa has been actively involved in her church, as a past board of trustees member and as a volunteer in the youth programs. She has served as a volunteer in her children’s schools, Girl Scouts, and the local fire company. She has sponsored several local youth sports teams. Melissa also sponsors a scholarship for Montgomery County Community College.

Affiliations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • Master of Science in Taxation, Drexel University
  • Summa Cum Laude BBA, Temple University
  • Financial Planning Association®

Awards

  • 2015 Women’s Choice Award® for Financial Advisors
  • 2012-2017 Philadelphia magazine Five Star Wealth Manager
  • 2013-2018 Cambridge Premier Club

Registrations

  • Series 7, 24, 63