Marty Moore Team
Senior financial advisor Marty Moore, CFP®, client service manager Sheryl Woodard and associate planner Braedon Long are devoted to helping clients make good, sound financial decisions for today and to plan for a successful financial future. The following Guiding Principles form the foundation upon which they provide their clients with personal financial planning and investment management services:
Protect First, Then Grow… The first rule of financial planning. Growing your wealth is important and necessary, but protecting what you have already accumulated is even more important.
Keep It Simple… Financial planning can be complex and overwhelming. We help simplify the process by focusing on the most important issues so that decisions can be made with confidence and clarity.
Educate and Inform… It’s not enough for us to give good advice and make good recommendations; we must also provide thorough explanations and educate you on the advantages – and potential disadvantages – of the options and alternatives that are available to you.
Objectivity… As an independent financial advisory firm, our incentive is where it should be: on you and your success. We have no large corporate parent to satisfy or any product sales pressures. We are able to work with you in the most efficient and effective manner based on your needs and priorities.
For individual information about each team member, please click on the names below.