FORBES 2020 Best-in-State Wealth Advisor *
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.
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.
• 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
The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management review and other criteria by SHOOK Research, LC, which does not receive compensation from the advisors or their firms in exchange for placement in a ranking. Investment performance is not a criteria.