Charles Moore
CFP®
The Family Firm
Financial Advisor
Charles Moore
CFP®
The Family Firm
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Charles Moore, CFP®
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Charles Moore is a Bethesda, MD fee-only financial planner. The Family Firm provides comprehensive investment management, retirement planning and estate planning to help clients organize, grow and protect their assets through life’s transitions. . As a fee-only, fiduciary, and independent financial advisor, Charles Moore is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Charles "Cam" Moore is a financial advisor with The Family Firm and provides comprehensive financial planning services for clients.
Cam began his career at The Family Firm in 2010 as a Paraplanner. Prior to joining The Family Firm, Cam was a financial planning intern for a large insurance and financial services company that served the military and their families.
Cam is a graduate of Virginia Tech with a Bachelor of Science degree in Finance with a concentration in personal financial planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a NAPFA-registered financial advisor.
Originally from Chatham, VA, Cam now resides in Germantown, Maryland
Charles Moore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Charles Moore is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Charles Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Charles Moore
Office Locations:
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8120 Woodmont Ave
Suite 630
Bethesda, MD 20814
