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Our Solutions.

Delivering personalized wealth and asset management for every step of life

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Moran Wealth Management

Moran Wealth Management, LLC is an Independent Registered Investment Advisor (RIA) based in Naples, FL. With a dual focus on asset management and private wealth advisory, we provide comprehensive investment solutions for individuals, families and institutions seeking tailored portfolios and future-focused financial plans.

Our Relationship Overview

Your Complete Wealth Experience

Each investor has a unique story that requires a tailored and coordinated set of services working together to support long-term objectives.

Experience Moran

Private Wealth Management

  • Integrated Investment Management & Financial Planning
  • Custom Retirement and Legacy Plans
  • Actively-Managed Investment Portfolios
  • Risk Management and Tax-Reduction Strategies
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Asset Management

  • In-house, Institutional-Quality Strategies
  • Full Range of Asset Classes, Markets, and Investments Styles
  • In-Depth Security Research and Selection
  • Tailored Investment Portfolio Construction
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Our Firm at a Glance

$5B
Assets Under Management
35+
Proprietary Investment Strategies
44
Team Members

Our Strategies

With a commitment to delivering solutions, not products, our proprietary portfolio strategies aim to provide unmatched access to key investment vehicles, markets, and opportunities—all while integrating seamlessly with our wealth management services.
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Core Growth Value Balanced Specialty Fixed Income

The Moran Wealth Difference

Our clients know they have a true wealth partner—one with the independence, skillset, and track record to to help them navigate the financial complexities associated with significant wealth and financial success.

Why Choose Us

#1-Ranked RIA in SWFL1

Independent & Employee-Owned

In-House Asset Management & Strategies

True Fiduciaries & Transparent Fees

Exceptional Client Service & Credentials

Performance-Driven Approach

Your Partner in Private Wealth

Meet Your Advocates

Thomas M. Moran, AIF®

Chairman | CEO | CIO

Donald E. Drury

President

Chelsea Ganey, CFA

Chief Strategy Officer

Charles E. Chesebrough Jr., CFA

Managing Director | Head of Quantitative Strategies

Kylen Moran

Chief Marketing Officer

Ashley Buboltz, IACCP®

Chief Compliance Officer

Michael Mongin, CPWA®

Senior Vice President

Aaron Simpson, CFP®, CLU®, ChFC®, RICP®

Senior Vice President

Julie Rich, CFP®

Senior Vice President

Moran Perspectives

Stay informed with the latest news and insights from Moran
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Overview Solutions Strategies Advantage Team Perspectives Connect