Middletown, RI Office

Moore Financial Advisors, Ltd. is an SEC-registered investment adviser that provides wealth management, portfolio management and financial planning to individuals, families, trusts and estates, serving both high-net-worth and non‑HNW clients. The firm reports managing about $127.2 million across roughly 92 client relationships and delivers both discretionary and non‑discretionary investment services.

The firm’s investment approach is primarily long‑term and built around diversified portfolios composed mainly of low‑cost mutual funds and ETFs, with selective use of individual stocks and bonds and occasional short‑term trades for rebalancing or client needs. MFA applies economic, fundamental, technical and behavioral analysis and supplements its research, portfolio analysis and risk monitoring with internally developed and third‑party artificial intelligence tools that are used as decision‑support and remain subject to human review.

Noteworthy features include a formal college‑planning service that can be delivered as part of wealth management or as a standalone engagement and is supported by staff with experience in university financial aid, as well as flexible financial planning on hourly or fixed‑fee terms. The firm operates on a fee‑only basis, maintains institutional platform relationships with Fidelity, Altruist and Schwab that provide software and support to the adviser, and generally implements a $500,000 relationship minimum (waivable).