Moore's Wealth Management is a local, family-owned firm with offices in Gainesville, Cumming and Athens, Georgia. Our advisors specialize in helping pre-retirees and the retirement community through both conservative and proactive investment management services.
At Moore's Wealth Management, we help our clients build retirement plans that fit their lives. We're proud to have a tradition that we have passed along to generations of advisors within our firm through our succession plan so that the families and communities we serve can expect seamless service and advice. In the end, our goal is to address the only truly common bond that connects all of our clients: the opportunity for peace of mind when it comes to their retirement.
We are committed to providing our clients with the highest level of care possible and to treating you like family by protecting your hard-earned assets as we would our own. We hold ourselves accountable to a higher standard - a standard of putting your needs first and foremost, regardless of the time or cost.
Brian Moore
Partner/Advisor VP of Business Development
Brian is an Investment Advisor Representative. He specializes in the latest tax, estate, long-term care and retirement planning techniques to strengthen clients' portfolios for the future. He is also a keynote speaker in many retirement events held across north Georgia. In Brian's free time he enjoys sporting and automotive events with his wife and their two young children.
Chris Moore
Partner/Advisor Chief Investment Officer
Chris is an Investment Advisor Representative who specializes in risk management, market trends, estate and income planning. He is a keynote speaker at public retirement events and also teaches pre-retirees at local universities to strengthen their knowledge base in preparation for retirement. Chris enjoys spending time with his family and attending automobile and sporting events.
Mark Peterson
Partner/Advisor VP of Client Education
Mark is an Investment Advisor Representative who is specialized in working with families as they plan for their retirement years. Mark has a passion for sharing his knowledge and has taught Financial and Retirement Classes for Seniors at Brenau University, University of North Georgia, Lanier Technical College and University of Georgia Athens. When not working Mark loves family time, especially spending time with his 13 grandchildren on the farm. Mark is often found walking or driving grandkids around the farm to check on the Scottish Highland Cattle or making a quick stop at the pond in hopes of catching a big bass or catfish.
Isaac Pitt
Advisor Investment Analyst/Trader
Isaac is an Investment Advisor Representative. He researches and analyzes client portfolios to help ensure accurate reporting and that the positioning of the client' portfolio is in line with the firm's recommendations. Isaac remains dedicated to helping investors realize their personal financial goals by teaching and educating in seminar formats on various financial topics. Isaac moved from Utah after getting married to his Georgia Peach. He loves to spend time with his wife and their three young children.
Michelle Moore Ellis
Michelle enjoys marketing with her creative thinking and organization skills. Her bubbly personality is why she does so well marketing the firm in our local community. She also works side by side with the Advisors and our clients to ensure a smooth and satisfactory client on-boarding experience. Michelle loves to spend time with her husband and their two young girls, Emmerie and Lillian.
Meredith Loughrey
Meredith was promoted to Office Manager in 2022 after 6 years as the Office Assistant. Meredith maintains an organized, professional office environment, always greeting everyone with a smile! Meredith enjoys traveling and experiencing new things, as well as spending time on Lake Lanier with her husband Ryan and two children, Clovie and Kent.
General Information |
| Firm Start Year: | 2008 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Gainesville | Athens |
| Cumming | |
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