Contact

12343 Whisper Lake Drive

Bradenton, Florida 34211

​​

Tel: 941.544.2269

Text: 941.877.6011

Fax: 844.247.6772

garrett@moorefinancialmanagement.com

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Moore Financial Management, Inc. is an Investment Adviser registered with the State of Florida. Our current disclosure brochure, Form ADV Part 2, is available here.

Concierge, Fee-Only, & Fiduciary

Financial Advisor in Sarasota, Florida.

Meet James, Anne & Gabriella

  • Young working couple with one child.

  • Struggling to balance saving for their own futures, Gabriella's college expenses, and paying down their debt.

Meet Robert & Carolyn

 

  • Enjoying their golden years.

  • Concerned about what they are invested in.

  • Worried about outliving their savings.

Wealth Starter

On-Call Guidance

Unlimited Phone Support

Unlimited Text Support

Unlimited E-mail Support

Financial Dashboard & App

Investment Management

-ESG & SRI Integration

Retirement Accumulation Plan

Credit Score Guidance

College Expense Plan

Commission-Free Life Policies

Cash-Flow / Budgeting Guidance

Debt Repayment Guidance

Goal Prioritization

Wealth

Navigator

On-Call Guidance

Unlimited Phone Support

Unlimited Text Support

Unlimited E-mail Support

Financial Dashboard & App

Investment Management

-ESG & SRI Integration

Retirement Income Plan

Credit Score Guidance

401(k) Plan Guidance

Cash Flow / Budgeting Guidance

Commission-Free Annuities

Commission-Free Life Policies

Commission-Free Disability Policies

Commission-Free LTC Policies

Tax Return Review

Will Review

Trust Review​

Charitable Giving Planning

CPA Coordination

Attorney Coordination

Tax Prep

We offer CPA prepared individual & business tax returns for Florida residents.

Our pledge to you:

We will make getting your financial life in order as easy as possible.

We always act as a fiduciary, placing your interests ahead of our own.

We will serve you, not big banks, investment or insurance companies.

You will never pay a commission or be charged a hidden fee.

 

Call: 941.544.2269

Text: 941.877.6011

Potential Clients
15 min
Complimentary
Current Clients
1 hr
Included