C Garrett Moore, CFP® - Retirement & Investment Advisor

"In 1999, I first became aware of the work of Gary Moore, who was mentored by the legendary financial manager, Sir John Templeton. Through his writing, Gary introduced me to the principles of ethical investing, which really resonated with me. I began working with one of Gary’s associates, who shared a similar outlook on investing. When this individual left the financial services business, I began working with Gary directly, and when Gary retired, with Garrett and his company, Moore Financial Management, Inc. It is a pleasure and a privilege working with Garrett. He is a respectful and conscientious investment advisor and ensures that we meet periodically so he can best understand my evolving investment needs. He adheres to the principles of ethical investing and has introduced me to some wonderful socially responsible mutual funds. Garrett has provided sage advice on utilizing my company’s 401(k) plan and corporate stock program, and has reviewed my tax returns on several occasions, coming up with two very innovative strategies to reduce my tax burden. He is not easily alarmed by market fluctuations, so I fully trust him when he occasionally advises adjusting my investment portfolio. I can recommend Garrett without hesitation as an approachable and capable financial advisor."

"Garrett Moore is kind and courteous, thorough in his questions and his explanations, and always extremely thoughtful and professional. He is generous with his time and his knowledge and wise in his counsel. He is always a pleasure to work with and I highly value his advice. I would whole heartedly recommend his services!"

"Moore Financial Management has been nothing but fabulous. Garrett is very well informed, communicative, always makes time for you, and most importantly makes you feel confident in your investing. I would recommend Garrett to anyone who asks about money management and investing. I couldn't be happier!"

"We have been with Moore Financial for several years. We started with Garrett's father and when he retired we started working with Garrett. Garrett has been very responsive to our requests and very knowledgeable about our investments. Whenever we ask a question if he does not have the answer immediately, he performs the needed research and gets back to us promptly. I have recommended him to several of our friends and they are also very pleased with his recommendations and service. I highly recommend giving him a chance to help you with your financial planning. Dennis and Sharon Harsh"

"Moore Financial Management has completely changed my financial life. Garrett is supportive and understanding and creates goals for our family that are truly centered around our needs. I look forward to our meetings and he is always encouraging and supportive."