Get to know us
Moore Financial Group works with all kinds of people. Our clients are smart, savvy individuals who have spent their lives building families, careers, businesses and communities. They are considerate people who make a practice of investing in the well-being of others. People come here looking for us to listen and respond to their needs—they’re hoping to find experience and expertise in the areas of their financial life they want to address.
|
These areas often include:
|
Moore Financial Group accomplishes all of the above in the most straightforward, cost- and tax-efficient manner possible. That’s what David Moore has done for 35+ years and that’s what we are continuing to do at Moore Financial Group with the help of Micah and the rest of our staff.
How we work
We start by getting to know you and your needs through a fact-finding process to determine what’s important to you. Because we’re independent, we’re focused on understanding your wants and needs, not an insurance or investment company’s. Whatever we discover will lead us to discuss various strategies that could work for you and from there, we’ll design a solid approach to meet your objectives.
We take a personal interest in structuring your long-term strategy so you have the opportunity to achieve your goals and provide for your family or business. We’ll work closely together to ensure you stay on track and make modifications along the way as needed to reach your end goal.
Our goal? To get to a point where you agree we understand your needs and wants and we can say, “Based on what we know about you and your situation, and based on what we know of the tools and strategies that are out there, here is what you should do.” That’s what our clients want: to be heard, to be presented options, to agree on a plan and then to see that plan implemented and monitored. That is what Moore Financial Group does and has done for many years.
We take a personal interest in structuring your long-term strategy so you have the opportunity to achieve your goals and provide for your family or business. We’ll work closely together to ensure you stay on track and make modifications along the way as needed to reach your end goal.
Our goal? To get to a point where you agree we understand your needs and wants and we can say, “Based on what we know about you and your situation, and based on what we know of the tools and strategies that are out there, here is what you should do.” That’s what our clients want: to be heard, to be presented options, to agree on a plan and then to see that plan implemented and monitored. That is what Moore Financial Group does and has done for many years.
|
|
Giving you a foundation to build on
It’s always the right time to save and plan for your future, and we’ll work alongside you every step of the way to build a foundation for your success. We leverage Cambridge’s technology and research to provide independent and comprehensive financial support. As a full-service wealth manager and fiduciary, we only recommend strategies that we believe are the best for you and your unique situation. Your financial plan should be treated as a lifelong journey with the ability to make adjustments along the way. Our strategies were developed to meet your needs with a wide range of implementation options. It’s money you’ve worked hard for your entire life—let us help make it work more efficiently for you.
Let's get started! Call 585.374.2291 today!
Meet the team
|
David F. Moore, CFP®, CLU®
Founder As the founding principal of Moore Financial Group, David primarily focuses on getting to know his clients, honing in on not just their needs, but also what they want to accomplish. He informs his clients about options they may never have considered for their stated goals. He wants to help them develop a confidence, based on reality, that they are on the right track to accomplish their goals for retirement income, estate planning and legacy and gift planning. David’s approach is conservative and unbiased. It’s with comfort, dedication and an unparalleled level of customer service that David works to help clients. He attained his Series 7 and 63 securities licenses, holds the CFP® and CLU® designations and is also health and life insurance licensed in multiple states. Outside of work, you can find David spending time with his wife, their three adult sons, their wives and his six grandchildren. He is an avid reader, enjoys working on his wooded property and is involved in leadership and teaching at his church. Check the background of this investment professional on FINRA’s BrokerCheck. |
|
Micah T. Moore
Partner Micah has been an extremely valuable addition to the firm over the past 5 years. He not only attained his Series 6, 63, and 65 securities licenses, is health and life insurance licensed in several states. Micah brings energy, insight, creativity and good listening for our clients’ benefit. He is married with two children. The family can often be found at a local U-picks gathering fresh fruits, at one of the areas many corn mazes and sunflower fields, or out on a hike. Micah is also an avid outdoorsman, loving to fish and hunt. Check the background of this investment professional on FINRA’s BrokerCheck. |
