Marty Moore

  • CFP®

Financial Advisor

“My team and I are devoted to helping clients make good, sound financial decisions for today and to plan for a successful financial future.”

Marty began his financial planning career with Carroll Financial in 1990.  He is a graduate of the University of Virginia (B. S. Education, 1980) and the University of North Carolina at Greensboro (MBA, 1989). He is a member of the Financial Planning Association and served on the Board of Directors for the Charlotte FPA from 1998 to 2003. In 2002, he served as the Board’s President. 

Marty is also the author of “The Survivor’s Financial Resource and Guide,” a comprehensive reference and workbook for managing the challenging financial issues upon the death of a spouse.

 “Losing a spouse is one of life’s most emotionally wrenching and stressful moments. In an instant, life changes. Adding to the stress is the seemingly mountain of financial details and decisions that must be attended to.  It’s a privilege for me to be able to use my knowledge and experience in this area to help the survivor and family members work through this very difficult time – to help make good decisions and to avoid making mistakes that can be costly down the road.”

In addition to devoting time to professional and industry activities, Marty is also committed to advancing the level of integrity and proficiency within the financial planning profession. In 2003, he served as a hearing panel volunteer for the Certified Financial Planner Board of Professional Review in Denver, Colorado. The Board of Professional Review is responsible for interpreting and applying the Code of Ethics and Professional Responsibility for all CFP® professionals. 

To further his knowledge and to educate future Certified Financial PlannersTM, Marty serves as an adjunct faculty member for the University of North Carolina Charlotte in the university’s CFP® instructional program. 

Marty Moore's Approach

My team and I are devoted to helping clients make good, sound financial decisions for today and to plan for a successful financial future.

- Marty Moore

Financial planning can be complex and, at times, a bit overwhelming.  We help simplify the process by focusing on your highest priorities and the most important issues at hand so that decisions can be made with confidence and clarity.  We’re objective in our advice and we do our best to educate you on the advantages – and potential disadvantages – of the options and alternatives available to you.  Our goal is to help you achieve your goals.