Moyer Financials LLC

Moyer Financials is a newly registered investment adviser (2026) that offers portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and business entities; the firm currently reports no client assets and has no active SEC‑registered advisors. Its services include ongoing discretionary and non‑discretionary portfolio management as well as comprehensive and limited‑scope financial planning, with tax preparation and related tax engagements provided through a separately contracted affiliated tax services entity.

The firm typically constructs diversified portfolios emphasizing asset allocation and passive instruments such as index mutual funds and ETFs, while retaining flexibility for active oversight, specialized or legacy assets, and use of outside sub‑advisors when appropriate. Financial planning is delivered through client interviews and documented plans, and clients may engage limited‑scope planning billed on an hourly or fixed‑fee basis or choose ongoing advisory services billed on an asset‑based schedule.

Distinctive aspects noted in the brochure include the common‑ownership affiliation with a separate tax services firm and the explicit availability of hourly and fixed‑fee limited‑scope planning alongside traditional asset‑based management—features less common among firms without active registered advisors. The firm also discloses potential conflicts when referring clients to the affiliated tax business and notes that its lead adviser holds multiple professional credentials (CFP®, CFA®, and Enrolled Agent).