About Us

What you should know

WE TAKE A HOLISTIC APPROACH

We integrate financial planning and investment management, so that you can be sure one point of contact is overseeing all aspects of your financial life.

 

WE LISTEN FIRST, TALK SECOND

We develop a unique plan for you based on your needs, not a one-size fits all pre-developed plan. We listen closely to you to fully understand what is most important to you, and how we can best help you achieve your goals.

 

EDUCATING OUR CLIENTS IS A CORNERSTONE OF OUR SUCCESS

We support our clients in gaining a sense of comfort and control in their lives by helping them get a firmer grasp on the financial concepts that affect their lives.

 

INDIVIDUALIZED ATTENTION

We intentionally limit our size so that we can provide individualized attention to all of clients, all of the time.

 

OUR VALUES SHAPE OUR WORK

Integrity. Honesty. Trust. Professionalism. Transparency and Full Disclosure.  These principles are not just important to us; they are the basis by which we conduct all relationships with our clients.

You can find out more about is in our ADV

Susan Moore, CFP®

As a financial planner and investment manager, my goal is to help my clients make sense of complicated financial lives so that they can have the lives they want to live.

There were several stops along the way in my path to becoming a financial planner, including as a management consultant in the health care and technology industries, and a quality improvement manager in health care. But the passion that remained constant for me through my career journey was learning about personal finance and investing. I have always enjoyed the challenge of working through complex concepts and solving multi-layered puzzles, and that challenge is at the heart of financial planning. Family and friends began turning to me for advice, and eventually I realized it was time I made one more career change - to become a financial planner.

I went back to school at Boston University to study financial planning. After I’d met the rigorous educational, ethical and work requirements to become a Certified Financial Planner™ (CFP®) practitioner, I worked as a financial planner at a firm in Wellesley, MA. A few years later, I left to open my own practice in late 2002, and established Moore Financial Advisors, Ltd.

I enjoy earning the enthusiastic trust of my clients by tackling their financial challenges and helping them develop the peace of mind of knowing that they are on track to achieve the things that they want in life. Education has also been central to my approach: with 15 years of experience teaching courses in finance and economics in Boston-area colleges and universities, I like supporting my clients in gaining a sense of comfort and control in their lives by helping them get a firmer grasp on the financial concepts that affect their lives.

Education: I have a M.S. in Financial and Operations Management and a B.A in Psychology and Sociology. Additionally, I have a Diploma in Financial Planning from Boston University, and have done graduate work in anthropology and psychology.

 

Tell me, what is it you plan to do with your one wild and precious life?” – Mary Oliver

Affiliations

 



 

 

 

Why Fee Only?

UNBIASED, OBJECTIVE ADVICE

Moore Financial Advisors is a fee-only firm, which enables us to provide advice free from conflicts of interest, no strings attached. In a nutshell, this means you never have to worry if the advice you receive from us is biased in any way. We are always 100% objective.

 

FIDUCIARY OATH

As a member of the National Association of Personal Financial Advisors (NAPFA), we are committed to acting as a fiduciary for our clients. When an advisor acts in a fiduciary capacity, that advisor is obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience and accounting to clients.

 

PLANNING IN YOUR BEST INTEREST

We sell no products and never will receive a commission on any recommendations that we may make. Our compensation comes solely from our clients, thus allowing us to put all of our energies and focus on them and what is in their best interest.