The Client Experience
A Better Life, Better Served
Comprehensive
Seamlessly aligned asset and wealth management solutions working together to support your long-term success
Tailored
Personalized financial plans and investment guidance designed to target your specific objectives, aiming to translate your goals into reality
Collaborative
Services & Solutions
Our Process
Client Discovery During Complimentary Consultation
Portfolio Audit & Proposal Development
Investment Proposal Presentation
Client Onboarding & Implementation
Personalized Financial Plan Development & Implementation
Continuous Investment Portfolio Strategy Oversight
Ongoing Client Service With Your Advisor & Relationship Manager
Leverage the Power of Our In-House Expertise
With in-house portfolio management led by Tyler Hardt, CFA, our Chief Portfolio Manager, clients have exclusive access to more than 35+ proprietary investment strategies. This approach offers enhanced transparency, control, and an integrated view of your investments, allowing us to tailor our advice to your unique needs.
Actively Managed
We proactively assess our client portfolios—and the strategies that drive them—to help ensure objectives are met and exceeded.
Transparent
At Moran Wealth, transparency is at the core of our client relationships. We provide clear and upfront communication regarding management fees and offer Separately Managed Account (SMA) solutions designed to align your financial goals with our collaborative approach to success.
Performance Driven
Achieving portfolio growth begins with selecting the right tools for your long-term goals—this includes carefully chosen asset classes and investment options tailored to guide you toward your financial objectives.
$5.7B Managed,
One Client at a Time
Every dollar we manage belongs to someone with a specific goal.
Behind every strategy is a team that knows your story, priorities, and timeline.
Your Private Wealth Experience
As a private wealth client at Moran Wealth, you gain access to our full spectrum of in-house expertise and external resources. Our comprehensive approach is designed to address diverse aspects of your financial life with precision and care.
Dedicated Partner
A Personal Touch
Broad Networks
With You In All Major Life Events
Life
The complex considerations of everyday life require a comprehensive approach that taps into the key areas of all-encompassing and holistic financial planning.
- Insurance Services
- Tax Management
- Cash Management
Legacy
A growing family brings new planning and investment challenges that Moran Wealth can help solve. Set up your immediate family, grandchildren or additional relatives for success, with tailored family office services designed to support your unique needs.
- Trust & Estate Planning Services
- Education Funding
- Legacy Planning
Investments
Effective investing involves strategically allocating resources to maximize returns and manage risks, while safeguarding these choices through strong support, proactive management, and ongoing analysis.
- Asset Protection
- Model Portfolios
- Alternative Investments
- Market Research
Philanthropy
Success opens the door to making a lasting impact on the causes that matter most to you. At Moran Wealth, we offer guidance on charitable giving strategies tailored to your values and vision.
- Charitable Giving
- Charitable Trusts
- Family Foundations
- Donor Advised Funds
Retirement
Protecting and growing your wealth throughout retirement requires a capable partner who can design and implement an optimal strategy according to your specific timeline.
- 401K
- IRA
- Profit Sharing
Succession
Looking forward to what’s next requires careful attention to the present, helping to ensure a seamless transfer of wealth and preserving your legacy for the future.
- Individual & Business Planning
- Timelines
- Valuation
- Risk Management
Stay Ahead of the Pack
Financial education is vital for informed decision-making. We provide our clients with access to insights, reports, and webinars to promote transparency and trust.
FAQs
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.
Our services are best suited for families with investable assets of $250,000 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.
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.