Moore Financial Advisors

What We Do

Moore Financial Advisors is an independent, fee-only financial planning and investment management firm, committed to providing personalized guidance and solutions to individuals at various stages in their financial journeys. We believe in unwavering transparency and a collaborative approach to wealth management.

Our Values

Our core values guide our actions:

• Client-Centeredness: We prioritize your needs and goals, working in your best interest at all times.
• Integrity & Transparency: We prioritize honesty and open communication, disclosing all fees and potential conflicts of interest.
• Personalized Solutions: We tailor our strategies and plans to fit your unique situation, goals, and risk tolerance.
• Lifelong Learning: We stay updated on industry trends and advancements, ensuring you receive the most current and relevant advice.

1. Financial Planning

• Comprehensive financial plans that address your financial goals and aspirations.
• Retirement planning and portfolio optimization.
• Estate planning and tax optimization strategies.
• Goal-setting and budgeting support.

2. Tax Planning

• Comprehensive tax analysis and planning strategies.
• Tax preparation and filing services.
• Advocacy and negotiation with tax authorities.

3. Investment Management

• Personalized portfolio management aligned with your risk tolerance and financial goals.
• Regular review and rebalancing of your investments.
• Access to low-cost, transparent investments.

4. College Planning

• Guidance on saving and investing for your children's education.
• Strategies to maximize financial aid and scholarships.
• Planning for tuition payments and other expenses.

Our Commitment

At Moore Financial Advisors, we are dedicated to fostering strong, long-lasting relationships with our clients. We believe financial planning should be a collaborative process, involving open communication, shared goals, and regular review and refinement. We are committed to helping you achieve financial peace of mind and achieve your financial aspirations.

Our Team

Composed of experienced and passionate financial professionals, Susan Moore, Donna Cournoyer, and Rob Kania, we are dedicated to providing personalized attention and tailored solutions to our clients. We believe in the power of knowledge and transparency in building lasting client relationships.