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Our Firm. Your Strategies. Our Approach. Your Team.

A Partner In Your Financial Journey

Hi, my name is C Garrett Moore. I'm a financial planner and advisor located in Lakewood Ranch, Florida. As a Registered Financial Consultant ®, I help my clients plan for retirement, pay down debt, plan for their children's education, educate them on their 401(k)'s, and identify financial pitfalls, all while utilizing cutting edge technology to manage investments and connect with my clients. I prefer to work as a fee-only fiduciary, doing what is in your best interest, and forgoing commissions.

As a board member of both Samaritan Counseling Services and The Red Cross, our mission is to help not only our clients, but also our community. We do so through our own philanthropic endeavors by donating a portion of our revenue to programs which alleviate human suffering. We also specialize in Environmental, Social & Governance (ESG) investing, Socially Responsible Investing (SRI) and Impact investing, whereby we invest in companies that adhere to ethical guidelines and are seeking to better the world. We also love helping our clients strategically plan their own charitable giving.

Call me on my cell at 941.544.2269, or click the "Book An Appointment" button above to schedule a no-commitment meeting to see if we're a good fit for each other. I look forward to speaking with you!

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