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.

Understanding Annuities

Explore how annuities work, key pros and cons, and why fees, surrender charges, and inflation risk matter for long-term income decisions.

Rebalancing with Intention

Learn how a simple rebalancing habit can help keep emotions from taking the wheel.

Lessons from a Thriving Regional Theater

What Gulfshore Playhouse reveals about long-term capital, governance, and community trust.

What is the Best Way to Manage Your Retirement Portfolio?

Private wealth management is an exclusive financial advisory service designed for high-net-worth individuals with over $1 million in investable assets.

Money’s Quiet Erosion

Inflation and interest rates aren’t just headlines. Here’s a clear, practical breakdown and key questions to help you stay grounded.

Why In-House Expertise Makes the Difference

Why your investment management structure matters—and how in-house expertise may provide clearer alignment for your financial life.

2025 Best RIAs to Work For

Moran Wealth Management has been recognized among the 2025 Best RIAs to Work For honoring firms with standout employee satisfaction.

The Retirement Move

Downsizing can simplify retirement—but it doesn’t always cut costs. Use this clear framework to weigh lifestyle, home equity, and long-term needs.

Stefanie Murray Receives CFP® Certification

Moran Wealth Management® recognizes Client Relations Manager, Stefanie Murray for CFP® Certification.