Jon Moore

CFP®

EP Wealth Advisors

Regional Director

Jon Moore

CFP®

EP Wealth Advisors

Regional Director

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Moore, CFP®

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Why Did Jon Become a Financial Advisor?

"I was raised by my mom by herself. As a single parent, money took an emotional and even physical toll on her well being. I hated seeing her suffer and it led me to pursue a career where I could help others attain peace of mind around their own finances and reduce the stress that is generally associated with money. "

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Jon Moore is the Regional Director and Partner at EP Wealth Advisors in Denver, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. Jon’s specialty involves helping meet the unique needs of entrepreneurs and family-owned businesses as they strive to grow, protect, and transition their wealth.
 
Prior to EP Wealth Advisors, Jon was the President of The Moore Financial Group, LLC where he worked side by side with his father for over 22 years serving his clients. Jon is active in the community of Littleton, Colorado where he has lived for the past 17 years with his wife, Justan, and son, Ethan. He is a member of the National Association of Personal Financial Advisors (NAPFA). He also serves on numerous Non-Profit Boards and is the past President of The Littleton Rotary Club (2015-2016).

Jon 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 EP Wealth Advisors Story In the 1990s, long-time best friends Derek Holman and Brian Parker were working in the financial services industry. But they felt like the industry was putting profits before people, and they believed there had to be a better way. That led the two friends to found EP Wealth Advisors, LLC, a company that is a fiduciary and advises clients in their best interest. Since then, the firm has added more than 25 advisors and 65 more employees to the cause of helping thousands of clients with their finances and investments.

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages over $15 Billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Jon Moore is a NAPFA Associate Member

    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)
    Jon 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 Jon Moore

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Office Locations:

  • 8081 Shaffer Parkway
    Suite 4
    Littleton, CO 80127
  • 7800 E. Union Ave.
    Suite 520
    Denver, CO 80237

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