Moore Wealth

Sean Moore is a CFP® and Series 66-licensed advisor with eight years of industry experience. He currently serves as a co-owner and Director of Operations at Moore Wealth and previously worked at Commonwealth Financial Network. Before entering the financial industry, he served six years in the United States Army. Moore Wealth is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and charitable or corporate accounts. The firm offers financial planning, asset management, and retirement plan consulting, employing a range of investment strategies including discretionary portfolio management and personalized indexing.

Shabri Moore is a CFP® with 28 years of industry experience, currently serving as a managing partner at Moore Wealth. Prior to joining Moore Wealth in 2023, Moore spent 14 years at Commonwealth Financial Network. Moore Wealth, LLC is a registered investment adviser that serves individual and high-net-worth clients, retirement plans, and charitable or corporate accounts. The firm provides financial planning, asset management, and retirement plan consulting, managing approximately $156.9 million on a discretionary basis across about 204 client relationships through three advisors.

Erik Moore is a financial advisor at Moore Wealth with nine years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and D.B. Root & Co. He is co-owner, partner, and director of investment strategy at Moore Wealth. Moore Wealth primarily serves individual and high-net-worth clients, retirement plans, and charitable or corporate accounts, providing financial planning, asset management, and retirement plan consulting. The firm manages approximately $156.9 million on a discretionary basis and employs a range of investment strategies including discretionary portfolio management, personalized indexing, and the use of Commonwealth-sponsored programs.