Your Move. Our Expertise.

Establishing Your Florida Domicile with Confidence

Transitioning your residence to Florida offers tax advantages, lifestyle benefits, and long-term peace of mind. Moran Wealth Management® helps you navigate the process with clarity and precision.

  • Tax Considerations: Understanding Florida’s favorable tax environment and the importance of compliance with domicile requirements.
  • Lifestyle & Legacy Planning: Align your residency decision with family goals, estate planning, and legacy considerations.
  • Seamless Transition Support: From documentation to financial structuring, our advisors provide step-by-step guidance.
  • Comprehensive Wealth Coordination: We integrate domicile planning into your broader wealth strategy, including investments, retirement, and estate planning.

Consult With Our Team of Expert Financial Advisors

Discover how our collaborative team brings their expertise to your (financial) journey to Florida.

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

Should You Move to Florida?

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 a tailored wealth management plan 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

Our clients trust us as their genuine wealth partner—an independent advisor with the expertise and proven track record to guide you through the financial complexities associated with retirement 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

Thomas M. Moran, AIF®

Chairman | CEO | CIO

Donald E. Drury

President

Charles E. Chesebrough Jr, CFA

Managing Director | Head of Quantitative Strategies

Corey Grant, CFP®, ChFC®

Executive Vice President

Michael Mongin, CPWA®

Senior Vice President

Aaron Simpson

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®
Senior Vice President

Julie Rich, CFP®

Senior Vice President

Your Partner in Private Wealth

Meet Your Advocates

Thomas Moran, AIF®

Chairman | CEO | CIO
Read Bio

Donald Drury

President
Read Bio

Charles Chesebrough Jr., CFA

Managing Director | Head of Quantitative Strategies
Read Bio

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

Senior Vice President
Read Bio

Michael Mongin, CPWA®

Senior Vice President
Read Bio

Julie Rich, CFP®

Senior Vice President
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Kylen O’Keeffe

Chief Brand Officer
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Before You Decide: Get the Information You Need

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.

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.

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.

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.

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 establish Florida as your primary domicile?

Our advisors will guide you through every step — from meeting residency requirements to aligning your tax, estate, and wealth strategies for long-term advantage.

Consult With Our Team of Expert Financial Advisors

Discover how our collaborative team brings their expertise to your (financial) journey to Florida.

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 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.