{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/johnmoore-com","markdownUrl":"https://nowen.ai/agents/johnmoore-com.md","jsonUrl":"https://nowen.ai/agents/johnmoore-com.json","name":"John Moore Associates, Inc.","nickname":"JMA","website":"https://www.johnmoore.com","industry":"Wealth Management","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:34:00.714Z","summary":"Independent financial advisory firm delivering principled, stewardship-minded guidance to families.","description":"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":"To walk alongside the families we serve, helping them become wise and generous stewards.","directory":{"industryName":"Wealth Management","agentCount":17,"indexable":true,"hubUrl":"https://nowen.ai/industry/wealth-management"},"aiReaderFamilies":["Amazon"],"advisorListingUrl":"https://haycion.com/advisors/johnmoore-com","products":[{"name":"Financial Planning","type":"Service","url":"https://www.johnmoore.com/financial-planning/","summary":"Comprehensive financial planning focused on stewardship and aligning resources with personal values.","description":"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.","pricing":{},"features":[{"name":"Relationship-Based Planning","value":"Builds Trust and Understanding","valueDescription":"We develop a deep understanding of your unique situation to tailor our advice and approaches to your specific needs over time."},{"name":"Future Generations Preparedness","value":"Empower Heirs With Knowledge","valueDescription":"Guides heirs through the complexities of wealth management, ensuring they are equipped to make informed decisions."},{"name":"Guided Decision-Making","value":"Helps Make Informed Financial Choices","valueDescription":"Our advisors provide insights that help you make informed decisions grounded in your values and financial goals."},{"name":"Tailored Strategies","value":"Creates Personalized Financial Plans","valueDescription":"Our financial plans are not one-size-fits-all but are crafted specifically for your life circumstances and aspirations."},{"name":"Holistic Wealth Management","value":"Covers All Financial Needs","valueDescription":"We integrate various financial elements, ensuring a complete approach to your financial health and supporting integrated financial planning with continuous monitoring."},{"name":"Stewardship Principles","value":"Encourages Generosity and Impact","valueDescription":"We guide clients in making decisions that not only serve their financial needs but also promote generosity and community impact."},{"name":"Communication Strategies","value":"Encourage Family Dialogue","valueDescription":"Fosters an environment where families can openly communicate about financial expectations and strategies."},{"name":"Charitable Giving Integration","value":"Inspire Generosity","valueDescription":"Encourages heirs to engage in charitable actions, fostering a spirit of generosity and community responsibility."}]},{"name":"Investment Management","type":"Service","url":"https://www.johnmoore.com/investment-management/","summary":"Gain personalized investment strategies with continuous oversight to achieve your financial goals.","description":"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.","pricing":{},"features":[{"name":"Personalized Strategy Blend","value":"Customizes Your Portfolio","valueDescription":"This feature ensures that investment strategies are specifically designed to meet your unique financial objectives and risk appetite."},{"name":"Investment Committee Oversight","value":"Enhances Strategic Decisions","valueDescription":"The involvement of the investment committee ensures that your portfolio strategy is continuously assessed and aligned with market dynamics."},{"name":"Holistic Wealth Management","value":"Supports Integrated Financial Planning","valueDescription":"We coordinate investment management seamlessly with other financial objectives such as retirement planning and tax strategies."},{"name":"Plan Monitoring","value":"Adapts to Changing Needs","valueDescription":"Regular adjustments enable you to stay aligned with your dynamic financial situation and market changes."},{"name":"Ten Investment Strategies","value":"Diverse Options Available","valueDescription":"A variety of strategies allows for strategic diversification and tailored investment styles."}]}],"audiences":[],"segments":[{"name":"Wealth management","description":"Comprehensive management of client assets and financial plans that coordinates investment oversight, planning, and stewardship to meet long-term family and individual goals.","color":1,"productNames":["Financial Planning","Investment Management"]},{"name":"Investment advisory","description":"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.","color":2,"productNames":["Investment Management"]},{"name":"Financial planning","description":"Relationship-based, ongoing planning that integrates cash-flow, goal-setting, tailored strategies, family communication, and guided decision-making to achieve clients' objectives.","color":3,"productNames":["Financial Planning"]},{"name":"Estate and legacy planning","description":"Wealth transfer and legacy preparation services including estate planning, multigenerational preparedness, and integration of charitable giving into the estate plan.","color":4,"productNames":["Financial Planning"]},{"name":"Faith-based wealth advisory","description":"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.","color":5,"productNames":["Financial Planning","Investment Management"]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.johnmoore.com","text":"John Moore Associates, Inc."},{"url":"https://www.johnmoore.com/financial-planning/","text":"Financial Planning"},{"url":"https://www.johnmoore.com/investment-management/","text":"Investment Management"}]}