Your Vision. Our Solutions.

Tailored Approach to Retirement Planning

Elevating your retirement journey with personalized wealth management designed to help secure your legacy.

  • Retirement Income Planning: Focus on a steady cash flow while protecting assets, so you can enjoy the lifestyle you’ve earned.
  • Strategic Investment & Tax Optimization: We adapt your strategy to seek growth and minimize taxes, helping ensure your wealth thrives.
  • Risk & Legacy Protection: Our proactive strategies help protect your assets and legacy you envision.
  • Retirement Plan Analysis: We support your retirement strategy to adapt with your evolving needs and market changes.

Connect with an Advisor Today!

Discover how our collaborative team brings their expertise to your retirement journey
By submitting this form, you agree to receive communications from Moran Wealth Management®

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 personalized retirement 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 SWFL1
Independent & Employee-Owned
Exclusive and Customized Portfolio Strategies
True Fiduciaries & Transparent Fees
Exceptional Client Service & Credentials
Performance-Driven Approach

Your Partner in Private Wealth

Meet Your Advocates

Thomas M. Moran, AIF®

Chairman | CEO | CIO

Donald E. Drury

President

Chelsea Ganey, CFA

Chief Strategy Officer

Charles E. Chesebrough Jr, CFA

Managing Director Head of Quantitative Strategies

Corey Grant, CFP®, ChFC®

Senior 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

Trent Grzegorczyk

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

Chelsea Ganey, CFA

Chief Strategy Officer
Read Bio

Michael Mongin, CPWA®

Senior Vice President
Read Bio

Julie Rich, CFP®

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

Senior Vice President
Read Bio

Trent Grzegorczyk

Senior Vice President
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Kylen O’Keeffe

Chief Brand Officer
Read Bio

Before You Decide: Get the Info 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 Secure Your Financial Future?

Take the first step toward a legacy-defining retirement aimed at supporting your financial vision.

Connect with an Advisor Today!

Discover how our collaborative team brings their expertise to your retirement journey

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 https://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.

Connect with an Advisor Today!

Connect with an Advisor Today!

Discover how our collaborative team brings their expertise to your retirement journey
By submitting this form, you agree to receive communications from Moran Wealth Management®

Office Closure Notice: New Year's Day

In observance of New Year’s Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, January 2nd, 2026.

Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.

Office Closure Notice: Christmas

In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Thursday, December 25th, 2025.

We will resume regular business hours on Friday, December 26th, 2025.

Thank you for your understanding as we take this time to celebrate the holiday season.

Office Closure Notice: Thanksgiving

In observance of Thanksgiving, our office is closed today.

In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.

We will resume regular business hours on Monday, December 1st, 2025.

Thank you for your understanding as we take this time to express gratitude and celebrate with our families.

Office Closure Notice: Labor Day

In observance of Labor Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, September 2nd, 2025.

Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.

Office Closure Notice: Independence Day

In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Friday, July 4th, 2025.

We will resume regular business hours on Monday, July 7th, 2025.

Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.

Office Closure Notice: Juneteenth National Independence Day

In observance of Juneteenth National Independence Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, June 20th, 2025.

Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.

Office Closure Notice: Memorial Day

In observance of Memorial Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, May 27th, 2025.

Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.