Who We Are

Michael T. Moore, Jr

Wealth Management Advisor

Michael has been helping families manage their wealth since 1987.  He specializes in holistic planning and incorporation of corporate benefits with extensive expertise in GE and P&G benefits.

He graduated from Miami University with a BS in Business, and has completed Xavier University’s Certificate in Financial Planning program.  Michael has lent his experience to many non-profit organizations, working on donor engagement, finance, and marketing. 

Michael is married with a son and two daughters.  He enjoys photography and is an avid scuba diver.  He is involved with his daughters’ sports and music activities, and is chief cheerleader for his wife’s passion for running marathons.

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Tel: 513.530.9700
Fax: 513.530.9776


T: 630.581.3580
F: 513.530.9776