About Us

As an employee-owned firm, we combine a team-based approach with an independent, fiduciary mindset to deliver personalized financial solutions that align with our clients’ best interests.

Our Story

Since 1990, our founder Tom Moran has set the industry standard for transparent, client-first financial guidance. Considered a pioneer in commission-free money management, Tom created Moran Wealth Management, LLC with the objective of offering unbiased financial advice that prioritizes the well-being and life goals of our clients.

Over the course of our firm’s history, we have continued to follow these foundational principles as fee-only fiduciaries, ensuring that our success aligns directly with our clients’ ability to protect, grow and preserve their legacies.

As fiduciaries, we are here to act as stewards of your financial success, allowing you to focus on what matters most

1990

Tom Moran founded the Moran Group at Prudential Securities, launching MGRO as the first portfolio strategy

1999

The Moran Group reached $1 billion AUM, expanding portfolio offering to 7 strategies

2018

Tom Moran founded Moran Wealth Management, LLC with assets custodied at Wells Fargo Advisors Financial Network (FiNet)

2019

Tom Moran was named to Barron’s Top 100 Financial Advisors for the 10th consecutive year, earning him a spot as a Barron’s Hall of Fame Advisor

2020

Moran Wealth expanded its offices to over 15,000 sq. ft. and opened the Moran Wealth Management® Center for Financial Education.

2022

Moran Wealth transitions to a Registered Investment Advisor (RIA)

2023

Moran Wealth is named to Forbes Top 100 RIAs

Recognized Across the Industry

What Sets Us Apart

Nationally-Ranked Credibility

In-House Management & Strategies

True Fiduciaries & Transparent Fees

Exceptional Client Service & Credentials

Independent & Employee-Owned

Cross-Generational Financial Education

Ranked as the top RIA in SWFL, our firm is recognized nationwide for our expertise in the financial advisory industry. Our size allows us to match the wide array of services of many larger financial institutions while our independent, small team structure enables us to deliver the highest level of personal attention.

Our in-house asset management and investment team oversees over 35 proprietary strategies. We focus on performance-driven results through quantitative analysis and fundamental research. We seek to add value through active portfolio management, taking advantage of market opportunities as they arise.

We are a fee-only financial advisory firm, meaning our interests are aligned with our clients: we do not sell products or charge any commissions or “blended” fees. Additionally, we do not charge on non-managed assets. You receive all of our comprehensive financial planning and asset management services based on a clear, straightforward fee calculated as percentage of your assets under management.

There are no 1-800 numbers; our clients have uninhibited access to the professionals managing their money. This team approach results in our clients receiving the highest standard of responsiveness and attention. Our team is comprised of over 40 talented individuals, including CFAs®, MBAs, CFPs®, and a CIPM® holder. We provide our clients with comprehensive wealth management services, including guidance and advocacy across investment management and planning, estate planning, asset protection strategies and life insurance.

We foster an environment of commitment and stability through employee ownership, which we believe reduces turnover and provides greater continuity in alignment with the best interests of our clients. Our group is collectively owned by 13 equity members, including several Moran family members, who intend to continue the strong legacy of financial advice and investment management for generations to come.

In support of educating our current clients, future generations and the public, we offer educational seminars in the Moran Wealth Management® Center for Financial Education in Naples, Florida. These educational opportunities, combined with our collaborative and innovative approach to wealth management, can result in success and financial peace of mind for our clients.

Professionally Designated to Serve

Our team includes a full range of teams and experts certified to manage all aspects of your portfolio

Advice & Planning

Practice Management & Administration

Strategy & Research

Client Relations

Meet Our Team

Advice & Planning

Practice Management & Administration

Strategy & Research

Client Relations

Equity Partners

CFP®

Certified Financial Planner Professionals

CFA

Chartered Financial Analysts Charterholders

AIF®

Accredited Investment Fiduciaries

ChFC®

Chartered Financial Consultants

CLU®

Chartered Life Underwriters

CPWA®

Certified Private Wealth Advisor

CIMA®

Certified Investment Management Analyst

IACCP®

Investment Adviser Certified Compliance Professional

RICP®

Retirement Income Certified Professional

SE-AWMA™

Sports & Entertainment Accredited Wealth Management Advisor

MBA

Masters of Business Administration

Philanthropy & Community

At Moran Wealth, we believe that strong communities create lasting emotional, social and economic value. Our firm constantly seeks ways to give back, support, and strengthen these communities by leading initiatives, providing philanthropy, and aligning with non-profit organizations and charities that share our outlook on making a real impact.

Learn more about Moran Wealth’s Impact and latest news

Moran Monthly Digest

Featured Philanthropic Partners

Moran Wealth Management® Center for Financial Education

We are a firm committed to supporting greater financial education and literacy—viewing financially knowledgeable communities as strong and resilient ones. We readily provide resources, public seminars, and other forms of proactive financial education to help ensure the well-being of the communities we call home.

View Seminar Calendar

In the News

Moran Wealth Management® is often featured in the news for local philanthropic work, industry accolades and awards, and internal hires and promotions. Check back often to keep up with our company happenings.

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