A complete list of active advisors currently associated with Moore Wealth

Warmer can help you find a great advisor at Moore Wealth or one who fits your needs even better.

Moore Wealth serves individual and high‑net‑worth clients, as well as pension plans, charitable organizations and other institutional clients, providing financial planning, retirement plan consulting, and discretionary asset management through firm-managed accounts and Commonwealth-sponsored programs. The firm reports $156.9 million in assets under management, three advisors, and about 204 clients, and makes use of Commonwealth’s PPS Custom and PPS Select platforms for portfolio implementation. Investment decisions are delivered primarily on a discretionary basis, with advisors using a mix of firm-managed strategies (PPS Custom) and third‑party or model portfolios (PPS Select) including Personalized Indexing and tax‑loss harvesting where available. The brochure describes an investment process that leverages Commonwealth’s screening and due‑diligence, and notes that advisors collaborate with clients’ other professional advisors and may use tools such as Wealth.com for estate‑planning document analysis. Distinctive features disclosed in the brochure include the firm’s client communications and education efforts—periodic client publications and educational workshops or seminars are part of its offering—and the firm’s explicit use of technology for planning (Wealth.com). The brochure also discloses firm‑specific governance and conflict items that may matter to clients: two non‑forgivable loans from Commonwealth to the principals tied to the custodian relationship, and a settled FINRA arbitration (variable life insurance sale) resolved in March 2024 for $216,500.

To learn more about the advisors currently working at Moore Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.