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. "
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.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
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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Jon Moore is a NAPFA Associate MemberThe 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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Jon 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.
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Jon Moore is Interviewed on Family Business Magazine's Transitions Spring 2021: "When the Kids Aren't Able to Take Over the Business"
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Jon Moore Contributes to the EP Wealth Blog: "Takeaways from Family Business Magazine’s Transitions Conference 2020"
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Jon Moore Contributes to the EP Wealth Blog: "10 Common Mistakes Small Business Owners Should Try To Avoid"
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Jon Moore Presented at Family Business Magazine's Transitions Conference on Protecting Assets Across Generations
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Jon Moore
Office Locations:
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8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
7800 E. Union Ave.
Suite 520
Denver, CO 80237
