The Moran Philosphy

Tim Moran

Tim Moran, Managing Partner

Moran and Company, Investment Consulting Group, was founded in 1997 by Timothy R. Moran with his basic philosophy that consistent dialogue and a clear understanding of each client’s needs is crucial to the pursuit of financial goals – and achievement of investment success -  in the ever evolving nature of your life. Tim has grown Moran and Company built on the commitment of providing each client with quality advice, thoughtful strategies, and exceptional service at every stage in life – and for generations to come.  The Moran team takes pride in a high level of professionalism and standard of ethics.

We believe that our long term relationships result from disciplined investment philosophies and a highly experienced team.

Customized Guidance

At the heart of each client relationship is a fundamental commitment to helping you achieve your life goals. We work in concert with your legal and accounting/tax professionals toward the pursuit of shared goals to secure your financial future.  The fact that many of our referrals come from attorneys and accountants is a testament to our collaborative approach.


We’ll help you make informed decisions that fit your expectations and vision for the years ahead. Making the best decisions can only be accomplished by providing you with education, ensuring you have a solid understanding of what we’re doing together, why, and how it benefits you.

Our Services

    •    Individual Portfolio Management
    •    Retirement Planning
    •    IRAs and Roth IRAs
    •    Estate Planning Strategies
    •    Investment Planning
    •    Education Planning
    •    Asset Management Strategies
    •    Access to Lending Services through Wells Fargo affiliates

 


Wells Fargo Advisors Recognition:

  • Premier Advisor 2014, 2015, 2016, 2017
  • President's Council 2014, 2015

 

The premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.