Perspectives Based on Knowledge

Guidance Forged by Experience

Tom Moran Named a 2025 Barron’s Top 1200 Financial Advisor

Our Chairman, CEO, and CIO, Tom Moran has been named as the #1 financial advisor in SWFL by Barron’s.

A quick look at the IRS’s 2026 updates to retirement plan and IRA limits, including contribution increases and revised income thresholds.

Selling a business takes foresight. Thoughtful preparation helps protect value and create a smoother transition.

In an industry driven by numbers, genuine connection still matters. Learn how thoughtful advising can bring clarity to complex financial decisions.

Thoughtful tax planning helps shape how wealth moves across generations while preserving harmony and clarity.

October 2025 message and insights from our founder, Tom Moran.

Inflation and volatility are reshaping how investors think about strategy, risk, and discipline in today’s markets.

Moran Wealth Management® welcomes Braden Langeloh as a Client Operations Specialist on the Wealth Management team.

Christian Pineda earns the ChFC® designation, reflecting advanced financial planning expertise and Moran Wealth’s commitment to excellence.