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How does the advisor help clients – Key Takeaways:
Moran Wealth Management, LLC is a leading financial advisory firm that provides personalized and comprehensive financial planning services to individuals and families. Their team of experienced and knowledgeable advisors act as trusted partners and work closely with clients to help them achieve their financial goals.
Facts and Insights
Founded in 2005, Moran Wealth Management, LLC has over 15 years of experience in the financial industry. The firm has over $500 million in Assets Under Management (AUM) and employs a team of 10 advisors who are dedicated to providing top-notch financial advice and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Moran Wealth Management, LLC offers a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm serves a diverse clientele, including:
- Individuals
- High net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
Moran Wealth Management, LLC charges a fee based on a percentage of a client’s AUM. This fee structure ensures that the firm’s interests are aligned with those of the client’s, as the advisors are motivated to help grow the client’s portfolio.
Background
The team at Moran Wealth Management, LLC is led by founder and financial planner, John Moran. John has over 25 years of experience in the financial industry and holds various certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. He is passionate about providing his clients with personalized and comprehensive financial advice to help them achieve their financial goals.
Financial Advisor Disclosures to Know
Moran Wealth Management, LLC adheres to the highest ethical standards and is committed to disclosing any potential conflicts of interest or material information that may impact their clients’ financial decisions. As a registered investment advisor, the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.