Enough
isn’t enough.
You know the adage, “money can’t buy happiness”? It’s kind of our unofficial motto here. That’s not what you’d expect to hear from a financial planning firm, but at John Moore Associates, it’s a belief that shapes everything we do.
We approach financial planning through the lens of stewardship—recognizing that resources are entrusted to us not only to sustain our families, but to impact the lives of others. Our role as advisors is to provide principled guidance rooted in timeless values, helping you grow not just your capital, but your legacy.
Because financial planning isn’t only about wealth. It’s about aligning what you have with what matters most. Character. Generosity. Family. Purpose.
We’re here to help you invest in more than just your portfolio. Let’s redefine what it means to build a meaningful financial future.
Financial Insight and Biblical Perspective
We believe that wisdom and experience—like wealth—are assets most valuable when shared. Explore our library of articles, videos, webinars, and more developed by the JMA team, subscribe for updates, and share resources with the people in your life who can benefit most.
Financial
Planning
Principled counsel that draws from a wealth of experience and a worldview that takes more than just money into account.
Investment Management
Our team of financial advisors will help you design a portfolio tailored to your personal goals and the long-term impact you want to have on the world.
Wealth Transfer & Estate Planning
You can’t take it with you, but you can give it more thought. Learn more about how wealth transfer planning can help you prepare future generations to wisely manage what you leave behind.
A Legacy of Generosity
Since 2012, our clients have given more than $50 million from their JMA-managed accounts to charities across the country. We’re here to help you invest in more than just your portfolio—to build a life and legacy that reflect what truly lasts.