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
Recognized Across the Industry
What Sets Us Apart
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.
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 14 equity members, including several Moran family members, who intend to continue the strong legacy of financial advice and investment management for generations to come.
Professionally Designated to Serve
Chartered Financial Analyst Charterholder
Accredited Investment Fiduciaries
Chartered Financial Consultants
Chartered Life Underwriters
Certified Private Wealth Advisor
Certified Investment Management Analyst
Sports & Entertainment Accredited Wealth Management Advisor
Retirement Income Certified Professional
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
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.
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.