$5.7 Billion of Assets
Under Management
This is what trust looks like.
Who We Are
Moran Wealth Management® is a Naples-based, fee-only fiduciary firm serving high-net-worth individuals and families in Southwest Florida and across the U.S.
As an independent, employee-owned firm, we have the flexibility to put client interests first in every decision. That commitment sets us apart.
The Moran Wealth Difference
Many advisors make recommendations based on commission incentives their clients don’t know about.
As a fee-only fiduciary, our advisors are legally and ethically bound to act in your best interest, not to sell products or meet sales quotas.
Comprehensive Wealth Management
Legacy Focused Planning
Personalized Client Experience
Built on the Fiduciary Standard.
“Registered Investment Advisors (RIAs) are held to a fiduciary standard, requiring them to act in their clients’ best interests.”
Moran Wealth Management® is a fee-only, SEC-registered RIA based in Southwest Florida. We serve HNW and UHNW individuals, families, and business owners who value transparency, objectivity, and advice aligned with their best interests. We don’t sell products. We don’t earn commissions. We charge a single transparent fee for independent advice. We believe investors should understand how different advisory models work and what those differences may mean for their financial decisions, and because we’re prepared to answer every question in it.
- Fee-Only
- SEC-Registered RIA
- Fiduciary Standard
- No Commissions
- Southwest Florida