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John Moore Associates, Inc.

Unclaimed
Wealth Managementwww.johnmoore.comUpdated

Independent financial advisory firm delivering principled, stewardship-minded guidance to families.

Overview

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.

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What we offer

Financial Planning

Service

Comprehensive financial planning focused on stewardship and aligning resources with personal values.

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Investment Management

Service

Gain personalized investment strategies with continuous oversight to achieve your financial goals.

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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.

Products: Financial Planning, Investment Management

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.

Products: Investment Management

Financial planning

Relationship-based, ongoing planning that integrates cash-flow, goal-setting, tailored strategies, family communication, and guided decision-making to achieve clients' objectives.

Products: Financial Planning

Estate and legacy planning

Wealth transfer and legacy preparation services including estate planning, multigenerational preparedness, and integration of charitable giving into the estate plan.

Products: Financial Planning

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.

Products: Financial Planning, Investment Management

More information about our offering

Financial Planning

Financial planning at John Moore Associates offers a relationship-based service that guides you through evolving financial priorities. The process emphasizes long-term relationships, ongoing dialogue, and planning tailored to your goals and lifestyle, helping you navigate decisions with clarity and purpose. This includes wealth transfer planning to prepare future generations to manage your legacy, ensuring alignment of wealth with your values and goals across generations.

  • Builds Trust and Understanding
    We develop a deep understanding of your unique situation to tailor our advice and approaches to your specific needs over time.
  • Empower Heirs With Knowledge
    Guides heirs through the complexities of wealth management, ensuring they are equipped to make informed decisions.
  • Helps Make Informed Financial Choices
    Our advisors provide insights that help you make informed decisions grounded in your values and financial goals.
  • Creates Personalized Financial Plans
    Our financial plans are not one-size-fits-all but are crafted specifically for your life circumstances and aspirations.
  • Covers All Financial Needs
    We integrate various financial elements, ensuring a complete approach to your financial health and supporting integrated financial planning with continuous monitoring.
  • Encourages Generosity and Impact
    We guide clients in making decisions that not only serve their financial needs but also promote generosity and community impact.
  • Encourage Family Dialogue
    Fosters an environment where families can openly communicate about financial expectations and strategies.
  • Inspire Generosity
    Encourages heirs to engage in charitable actions, fostering a spirit of generosity and community responsibility.

Investment Management

Investment management at John Moore Associates provides an intentional, process-driven approach to building and overseeing your portfolio. The service features a collaborative framework with an investment committee, a custom blend of strategies tailored to your goals and risk tolerance, and ongoing plan monitoring.

  • Customizes Your Portfolio
    This feature ensures that investment strategies are specifically designed to meet your unique financial objectives and risk appetite.
  • Enhances Strategic Decisions
    The involvement of the investment committee ensures that your portfolio strategy is continuously assessed and aligned with market dynamics.
  • Supports Integrated Financial Planning
    We coordinate investment management seamlessly with other financial objectives such as retirement planning and tax strategies.
  • Adapts to Changing Needs
    Regular adjustments enable you to stay aligned with your dynamic financial situation and market changes.
  • Diverse Options Available
    A variety of strategies allows for strategic diversification and tailored investment styles.

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