Many people avoid meeting with a financial planner until something happens–a huge investment, a major life change, or an unfortunate loss.
The idea that their financial planner is going to give them bad news or curb their spending in a way that interferes with their family vacations or building their dream home seems to scare them away. And yet, for most of us, our greatest fear is a future of financial uncertainty.
Financial planners like Shabri Moore and her team at Moore Wealth help their clients get to a place where they can actually have both.
Moore Wealth strives to help clients realize their dreams. Instead of focusing on what you can’t have, they focus on finding out what you want. Then, they work on creative, fiscally responsible ways to make that happen so your family can enjoy today and tomorrow.
About Moore Wealth
A family-owned business, Moore Wealth was founded in 2003 when Shabri Moore felt called to change careers and in doing so, to create a legacy for her family. Even more, she was inspired to provide a service to the community of Frederick that she could proudly say supported business owners and everyday people as they worked to achieve their dreams.
Today, along with her sons Sean and Erik, this is exactly what Shabri continues to do. “The thing that we love about doing business in Frederick is that people here are genuinely nice, and we enjoy doing business here because it’s personal. Nothing about it is awkward or transactional. You feel supported and you want to help the people in this community,” Shabri shared.
Whether you are a business owner, an executive, a government contractor or employee, or are simply looking for the best way to ensure a secure financial today and tomorrow, Moore Wealth is able to help you craft a strategic financial plan that supports your goals. Better yet, they do it in a way that isn’t overwhelming, frightening, or difficult to understand.
The Moore Wealth Process: Creative Strategies, Tailored Solutions
As an intellectually curious team of financial professionals, Moore Wealth works to devise unique but “elegantly simple” solutions for each individual client. They aren’t there to provide pre-packaged, one-size fits all financial plans. Through one-on-one advising, collaboration with clients’ professional and personal consultants, and their creative strategies, they work to deliver tailored solutions to help clients achieve their financial dreams, including some that might have previously seemed out of reach.
They also don’t mind a little hand holding along the way, “We understand that people often come to us in varying levels of panic, and we want to meet them where they are. We speak in plain English, without a bunch of industry jargon, and we educate people on things they didn’t know they needed to know,” says Erik Moore.
The Moore Wealth Difference
You have numerous options for wealth management in Frederick; here are a few things that set Moore Wealth apart.
The Moore Wealth team brings unique experience to the planning table.
Shabri Moore, President of Moore Wealth, is a CERTIFIED FINANCIAL PLANNER™ Professional, an Accredited Investment Fiduciary® and a Certified Divorce Financial Analyst™. She holds the series 7, 66, 24 and 51 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. Prior to pursuing her career in finance, Shabri was a molecular biologist. She believes her attention to detail and research based approach helps her today as she helps her clients find the most effective, efficient ways to achieve their financial goals.
Though Shabri originally founded the company in 2003, it has since grown to include her two sons, Erik and Sean Moore.
Erik, as Chief Investment Officer, works alongside Shabri in developing asset allocation strategies and financial plans. He is an Accredited Investment Fiduciary® and is FINRA Series 7 and 66 licensed. He is currently working toward his CFP® certification.
Sean joined Moore Wealth following a six-year career as a Green Beret with the U.S. Army’s 10th Special Forces Group. He is now Chief Operations Officer at Moore Wealth, is an Accredited Investment Fiduciary® and is FINRA Series 7 and 66 licensed. He will begin working toward his CFP® certification later this year.
They offer private wealth management for your family’s unique goals including the following services:
Wealth management, financial planning, portfolio design and asset management, estate planning and wealth transfer strategies, executive compensation planning, business planning, planning for educational funding, retirement planning, divorce financial analysis, business and investment tax planning, and other financial services as needed.
In addition to concierge wealth management services, Moore Wealth provides a variety of resources to help keep their clients educated on financial planning and related topics.
A visit to their website will allow you to find countless videos and articles that help educate clients on various options for investing and smart spending. They cover everything from understanding basic programs like Social Security and Medicare to information about various investment approaches.
It’s part of the Moore Wealth promise to deliver a true wealth management experience: a sound financial education and a clear path toward wealth accumulation, wealth retention and wealth transfer.
You can learn more about the Moore Wealth team by visiting their website: Moore Wealth, Inc.
Securities offered through Commonwealth Financial Network, Member FINRA/SIPC.
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