Moyer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moyer Wealth Management, a d/b/a of Moyer CPA Group, LLC, serves individual and high‑net‑worth clients with investment advisory services, portfolio management, and financial planning. The firm also provides tax preparation and bookkeeping through its parent CPA practice, and manages client accounts via both discretionary and non‑discretionary managed account programs.
The firm tailors advice to client objectives, time horizon, and risk tolerance and employs a mix of asset allocation, dollar‑cost averaging, technical analysis, and long‑ and short‑term investment strategies, with at least quarterly account reviews. MWM’s brochure notes that its strategies can have significant tax implications and explicitly recommends ongoing consultation with a tax professional.
MWM is notable for its CPA ownership and the principal’s professional credentials (CPA, CFP® and PFS™), and for operating an advisory business alongside tax/accounting services—an arrangement the firm discloses and offers clients the choice to decline. The firm also discloses that some representatives are registered with other investment advisers and that the principal is a licensed insurance agent (up to 30% of his time spent on that activity); MWM reports managing roughly $75.3 million in discretionary assets for about 101 clients.
Client services
Expertise
Fee options
Fixed fees for financial planning projects ranging from $1,000 to $5,000 per project
Hourly fees range from $100 to $500 per hour, negotiated with the client
Fee-only: Financial planning fees charged as fixed fees ranging from $1,000 to $5,000 per project or hourly fees ranging from $100 to $500 per hour
Main office
Lansdale PA
Advisors at this office
1
Most active in
North Carolina · Pennsylvania
Also doing business as
Moyer Cpa Group LLC · Moyer Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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