A complete list of active advisors currently associated with Moyer Wealth Management

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

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.

To learn more about the advisors currently working at Moyer Wealth Management, 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.