Charles Moore


The Family Firm

Financial Advisor

Charles Moore


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.


  • 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

  • National Association of Personal Financial Advisors (NAPFA)
    Charles Moore is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Charles Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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

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Office Locations:

  • 8120 Woodmont Ave
    Suite 630
    Bethesda, MD 20814

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