About

Tom is a seasoned professional with decades of experience in the financial services industry. In one of his earlier roles, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms. His skills cover all aspects of wealth management including retirement income planning and employer benefit plans. In his current role, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis. He actively monitors clients’ investments and overall portfolio performance to ensure goals remain aligned. Tom is a Five Star Wealth Manager (2017-2025) as seen in New Jersey Monthly magazine.*

*Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2017-2023). Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22. Awarded 12/01/23 for the period of 3/13/23-9/29/23. Awarded 12/01/24 for the period 03/13/24-10/7/24.

Education

  • BA, Business Administration, Muhlenberg College

Awards

  • 2024 Forbes Best-in-State Wealth Advisors: Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23

Additional licenses and designations

  • CA Insurance License #0K66064

Articles by topic

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Tom Moyer, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Parsippany, New Jersey office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Tom ranks #104 in New Jersey*.
Tom Moyer CFP®

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