Moyer Team Image

WE BEGIN EVERY NEW CLIENT RELATIONSHIP WITH A CONVERSATION

Getting to know you helps us identify and prioritize the goals that matter most to you and your family, such as planning for retirement, saving to buy a home, selling or starting a business, funding a college education for your children or grandchildren, or transferring wealth to the next generation.

WE SIMPLIFY YOUR FINANCIAL LIFE

We bring clarity to your financial decisions and help you avoid irrational investment missteps by applying the principles of behavioral finance. Then we customize a financial plan and investment portfolio to help you pursue your passions, and provide ongoing guidance and advice to help keep you on track and up to date.


Business Owners

Business Owners

06/10/2018
Guidance for important needs from 401(k) plan management to succession planning.
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Retirees

Retirees

06/10/2018
Strategies for preserving your assets and providing monthly income for retirement.
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Pre-Retirees

Pre-Retirees

06/10/2018
Helping you thoughtfully plan and prepare for the most significant transition in your life.
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Families & Individuals

Families & Individuals

06/08/2018
Providing a lifetime of comprehensive financial guidance for every need and milestone
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Non-Profits

Non-Profits

06/08/2018
Helping nonprofits manage their financial matters and fiduciary responsibilities.
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Mineral Rights Owners

Mineral Rights Owners

06/08/2018
Helping you manage your right-generated income with a multigenerational wealth plan.
Mineral Rights Owners

Plotting out a detailed course for pursuing your family’s bright future

Addressing our clients’ objectives for growth, preservation and income

Managing the important details of life’s most significant transition

Your goals become ours

Mark Moyer

Mark A.

Moyer Managing Director
Steven Moyer

Steven J.

Moyer, CRPCTM Managing Director
Ryan Moyer

Ryan A.

Moyer Senior Vice President, Investments
Drew Brown

Drew

Brown, CFP®, CRPC® First Vice President, Investments
Beau Moyer

Beau Moyer,

CPFA Vice President, Investments
Danielle Knox

Danielle C.

Knox Financial Advisor
Adam Garber

Adam J.

Garber Financial Advisor
Joanne Bills

Joanne B.

Bills Senior Registered Service Associate
Megan Mortimer

Megan L.

Mortimer Senior Registered Service Associate
christina Ziegler

Christa L.

Ziegler Senior Registered Service Associate
olivia phillips

Olivia

Phillips Client Service Associate
We are a multigenerational family business with a strong legacy of goals-based wealth management.
Mark A. Moyer; Founder, Managing Director
Working for you
and looking out for your family

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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