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www.johnmoore.com
Independent financial advisory firm delivering principled, stewardship-minded guidance to families.
John Moore Associates, Inc. is an independent financial advisory firm providing holistic wealth management for families and individuals. The firm offers financial planning, investment management, and guidance grounded in biblical principles through its Certified Kingdom Advisors network. Guided by values of relationships, wisdom, service, and generosity, JMA emphasizes principled counsel, long-term relationships, and prudent stewardship of resources. As a registered investment adviser, the firm aims to align resources with clients’ goals and values, helping clients navigate financial decisions with clarity, care, and purpose.
Mission statement
To walk alongside the families we serve, helping them become wise and generous stewards.
Products & Services
Financial Planning Service
Comprehensive financial planning focused on stewardship and aligning resources with personal values.
www.johnmoore.com/financial-planning- ✓ Relationship-Based Planning — Builds Trust and Understanding
- ✓ Future Generations Preparedness — Empower Heirs With Knowledge
- ✓ Guided Decision-Making — Helps Make Informed Financial Choices
- ✓ Tailored Strategies — Creates Personalized Financial Plans
- ✓ Holistic Wealth Management — Covers All Financial Needs
- ✓ Stewardship Principles — Encourages Generosity and Impact
- ✓ Communication Strategies — Encourage Family Dialogue
- ✓ Charitable Giving Integration — Inspire Generosity
Investment Management Service
Gain personalized investment strategies with continuous oversight to achieve your financial goals.
www.johnmoore.com/investment-management- ✓ Personalized Strategy Blend — Customizes Your Portfolio
- ✓ Investment Committee Oversight — Enhances Strategic Decisions
- ✓ Holistic Wealth Management — Supports Integrated Financial Planning
- ✓ Plan Monitoring — Adapts to Changing Needs
- ✓ Ten Investment Strategies — Diverse Options Available
Market Segments
Wealth management
Comprehensive management of client assets and financial plans that coordinates investment oversight, planning, and stewardship to meet long-term family and individual goals.
Investment advisory
Discretionary and advisory portfolio construction and monitoring driven by an investment committee, personalized strategy blends, and ongoing plan oversight tied to client risk and objectives.
Financial planning
Relationship-based, ongoing planning that integrates cash-flow, goal-setting, tailored strategies, family communication, and guided decision-making to achieve clients' objectives.
Estate and legacy planning
Wealth transfer and legacy preparation services including estate planning, multigenerational preparedness, and integration of charitable giving into the estate plan.
Faith-based wealth advisory
Advisory services that explicitly integrate clients' faith and values into financial planning and investment decisions, including alignment with faith-based advisor networks and stewardship principles.
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Common Questions
- What does John Moore Associates, Inc. do?
- John Moore Associates, Inc. is an independent financial advisory firm providing holistic wealth management for families and individuals. The firm offers financial planning, investment management, and guidance grounded in biblical principles through its Certified Kingdom Advisors network. Guided by values of relationships, wisdom, service, and generosity, JMA emphasizes principled counsel, long-term relationships, and prudent stewardship of resources. As a registered investment adviser, the firm aims to align resources with clients’ goals and values, helping clients navigate financial decisions with clarity, care, and purpose.
- What is John Moore Associates, Inc.'s role in the Wealth management market?
- Comprehensive management of client assets and financial plans that coordinates investment oversight, planning, and stewardship to meet long-term family and individual goals.
- What is John Moore Associates, Inc.'s role in the Investment advisory market?
- Discretionary and advisory portfolio construction and monitoring driven by an investment committee, personalized strategy blends, and ongoing plan oversight tied to client risk and objectives.
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