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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Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
$5,000 - $350,000

Pay Separately

$350,000 - $2,500,000
> $2,500,000