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.
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.
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.
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
Advice & Planning
Practice Management & Administration
Strategy & Research
Client Relations
Equity Partners
CFP®
Certified Financial Planner ProfessionalsChFC®
Chartered Financial ConsultantsCFA
Chartered Financial Analysts CharterholdersAIF®
Accredited Investment FiduciariesCLU®
Chartered Life UnderwritersCPWA®
Certified Private Wealth AdvisorCIMA®
Certified Investment Management AnalystIACCP®
Investment Adviser Certified Compliance ProfessionalRICP®
Retirement Income Certified ProfessionalSE-AWMA™
Sports & Entertainment Accredited Wealth Management AdvisorMBA
Masters of Business AdministrationAt 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
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.