Tom Moyer

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.