0054M000004RvnVQAS

Tom Moyer

Senior Vice President, Financial Advisor

CFP®

Office Information

Request a Meeting

Contact Thomas

(973) 451-9400 tmoyer@wealthenhancement.com

Team Office

Thomas’s Locations

4 Campus Drive, Suite 100
Parsippany, NJ 07054
(973) 451-9400
Show Map and Locations

About Thomas

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

Additional licenses and designations

  • CA Insurance License #0K66064
  • California Insurance License # 0K66064
  • Arkansas Insurance License # 1997376

Awards & Recognition

View All

2025

Five Star Wealth Manager (2025)

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. Awarded 12/01/24 for the period 03/13/24 - 10/7/24.

2024

Five Star Wealth Manager (2024) – Twin Cities

Award criteria 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 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.

2023

Five Star Wealth Manager (2023)

Award criteria 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 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.

2022

Five Star Wealth Manager (2022)

Award criteria 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 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21.

2021

Five Star Wealth Manager (2021) – Twin Cities

Award criteria 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 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.

  1. 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. Awarded 12/01/24 for the period 03/13/24 - 10/7/24.
  2. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  3. Award criteria 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 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.
  4. Award criteria 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 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.
  5. Award criteria 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 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21.
  6. Award criteria 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 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Let’s Talk
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.