Your Vision. Our Solutions.

Personalized Approach to Wealth Planning

We offer bespoke financial planning designed to support your long-term vision.

Customized Wealth Planning: Tailor your wealth journey with strategies aligned with your goals and risk tolerance.
Legacy & Multigenerational Planning: We provide guidance aligned with your financial legacy and multigenerational priorities.
Retirement & Education Funding Strategies: We help you plan for retirement and support education with strategies aligned to your family’s goals.
Tax Efficiency & Risk Management: We offer proactive strategies intended to support tax-aware planning and risk management.

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Discover how our collaborative team brings their expertise to wealth planning

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Recognized Across the Industry

Our Process

1. Free Consultation

Meet with our team to discuss your financial goals and vision for the future.

2. Customized Strategy

Receive personalized wealth planning designed specifically for your needs.

3. Ongoing Support

Regular reviews and adjustments to help ensure your strategy evolves with your goals.

Discover the Moran Wealth Difference

As Southwest Florida’s trusted independent registered investment advisor, our clients rely on our expertise and proven track record to help navigate the complexities of wealth management and financial success.

#1-Ranked RIA in SWFL

Independent & Employee-Owned

Exclusive & Customized Portfolio Strategies

True Fiduciaries & Transparent Fees

Client Focused & Industry Recognized

Performance-Driven Approach

Your Partner in Private Wealth

Meet Your Advocates

What is your minimum investment requirements?

Our services are best suited for families with investable assets of $1 million or more. This ensures that clients receive the full benefit of our portfolio management services. There is a $100,000 minimum per investment portfolio strategy.

What fees do you charge for your services?

We are fee-only fiduciary advisors, meaning we charge a single, all-inclusive fee based on the assets we manage for you. This fee covers all of our investment management, wealth management, and financial planning services. We do not charge on assets that are not actively managed. Our fee structure aligns our interests with yours.

What is the difference between an RIA and a Broker Dealer/Wirehouse?

As an RIA, we are fiduciaries and legally obligated to act in your best interest at all times. We offer personalized advice and investment strategies tailored to your financial goals. Broker-dealers or wirehouses, while now required under Reg BI to act in your best interest when making specific investment recommendations, are not held to the same continuous fiduciary duty. Their recommendations might still involve conflicts of interest, such as earning commissions on products they sell.

How are my assets kept safe?

Your assets are securely custodied by Pershing, a subsidiary of BNY Mellon. Pershing safeguards over $2.5 trillion in global assets and maintains net capital exceeding $2 billion, well above regulatory requirements. Client assets are rigorously protected through internal controls, independent audits, and regulatory oversight. In addition to SIPC protection up to $500,000, Pershing provides excess SIPC coverage, further safeguarding your investments.

What are Separately Managed Accounts (SMA)?

Separately Managed Accounts (SMAs) are individual investment portfolios managed by professional asset managers on your behalf. When you invest in an SMA through our in-house model portfolio management, you benefit from direct security ownership and transparency while benefiting from professional management and oversight.

Ready to Secure Your Financial Future?

Take the first step to a secure future with wealth planning aimed at supporting your financial vision.

Connect with an Advisor Today!

Discover how our collaborative team brings their expertise to wealth planning

Name(Required)

Prefix* First* Last*

Email(Required)

Phone(Required)

Tell us more

Please select the option that best describes you(Required)

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By submitting this form, you agree to receive communications from Moran Wealth Management®

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov. Visit https://moranwm.com/disclosures/ to access the complete list of methodologies and disclosures for the referenced financial accolades. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.

Personalized Approach to Wealth Planning

Recognized Across the Industry