Furthermore Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Furthermore Wealth offers ongoing portfolio management to individual and high‑net‑worth clients, preparing a written Investment Policy Statement for each engagement and managing accounts across mutual funds, equities, ETFs (including precious‑metal ETFs) and fixed‑income securities such as Treasury inflation‑protected bonds. The firm was formed in 2026 and the brochure reports that it currently has no assets under management and no client accounts.
The firm’s investment process combines fundamental analysis, modern portfolio theory and technical analysis, and it implements long‑term trading alongside options strategies, including covered and uncovered options and spread positions; client risk tolerances and time horizons are documented in the IPS. Furthermore Wealth typically seeks discretionary trading authority and limits its recommended investments to commonly used pooled and individual securities to build diversified portfolios.
Distinctive features include its startup profile with two advisors who also act as registered representatives and investment‑adviser representatives at a broker‑dealer and affiliated adviser, a relationship the brochure notes as a potential conflict of interest. The firm requires clients to custody assets at Schwab Institutional, may receive institutional services and research (soft‑dollar benefits), and does not participate in wrap fee programs.
Client services
Expertise
Fee options
1.50% annually
Main office
1450 W. Long Lake Road Ste 370
Troy MI 48098
Advisors at this office
2
Most active in
Florida · Michigan · Texas
Also doing business as
Furthermore Wealth · Furthermore Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael M
Series 63, Series 66
Troy, MI
Furthermore Wealth
Michael Moon is a financial advisor at Furthermore Wealth with credentials including Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Furthermore Wealth in 2026, he worked at Cetera Wealth Services and Ameriprise Financial, and spent over a decade at RCO Engineering. Outside of his advisory role, he is the owner of Moon Legacy Partners, an entity used for tax purposes. Furthermore Wealth provides portfolio management services to individual and high-net-worth clients, utilizing fundamental analysis, modern portfolio theory, and technical analysis. The firm manages diversified accounts with discretionary trading authority, focusing on commonly used pooled and individual securities while incorporating long-term and options strategies.
William T
Series 63, Series 65
Troy, MI
Furthermore Wealth
William Turner is a financial advisor with Furthermore Wealth, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Concorde Investment Services, and L.M. Kohn. Outside of advising, he is involved in sales, marketing, accounting, and management at MTF Management Incorporated, a payroll business. Furthermore Wealth provides portfolio management services to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis to create diversified portfolios. The firm focuses on long-term trading and options strategies, preparing written Investment Policy Statements tailored to client risk tolerances and time horizons.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)