Aligning your wealth and your values.
We help successful families bring clarity and purpose to complex financial decisions.
As your wealth becomes complex, so do your financial decisions.
Money decisions are heart decisions. Scripture tells us that where your treasure is, there your heart will be also.
Earthly treasure is no small thing. As you plan for the future, this truth can feel heavy. Until now, you’ve navigated those decisions well, and built something meaningful as a result.
Along the way, though, you might have wondered if you’re missing something, especially as decisions become more complex and your wealth becomes more diverse. With more wealth comes more decisions.
There’s no need to make them on your own.
Taking the guesswork out of your financial plan.
At John Moore Associates, we turn your questions and even fears around money into opportunities. You don’t have to take a guess at the right decision anymore. Instead, you’ll have the principled financial advice for this moment—bringing your investments, tax strategy, retirement planning, estate planning, and charitable giving into one cohesive plan.
Turning Complexity Into Clarity
You face almost unlimited decisions surrounding your wealth. These decisions may be new to you, but our team has seen them before. We’ll partner with you to address every challenge and see the opportunity in each of them.
Turning Values Into Vision
Your deepest-held values should drive your financial decisions. We help you create a financial plan and investment strategy that embodies your values and supports what’s most important to you.
Turning Plans Into Progress
The financial plan we create for you doesn’t sit on a shelf or even hum in the background. It’s monitored and adjusted by professionals at every turn. You won’t have to wonder what decision to make next. You’ll know.
Family Wealth Management, the JMA way.
Think of JMA as your financial guide in every decision, helping you craft your plan through the lens of your values, priorities, and long-term goals.
Financial Planning
Your financial plan has the power to reflect your deepest-held values. We help you align those values with where and how you spend, save, invest, and give, creating new avenues and opportunities for stewardship.
Investment Management
Your future is more valuable than a cookie-cutter portfolio. Our investment strategies operate completely in-house, overseen by our investment committee, providing you with unique opportunities for values-based investing.
Tax Strategy
More complex finances equate to more complex tax considerations. Our team regularly reviews your tax returns and coordinates with your CPA on tax-related topics like charitable giving, Roth conversions, Medicare planning, and more.
Charitable Giving
At JMA, charitable giving is more than a line item on your tax return. We see your desire for generosity and want to help you amplify your impact. We help you make charitable giving a robust piece of your financial plan and your life.
Multigenerational Planning
We see multigenerational planning as preparing the next generation for wealth, not the other way around. It's our great joy to serve multiple generations of a family, equipping children and grandchildren to steward wisely the wealth that has been prepared for them.
Who We Serve
We are uniquely equipped to serve successful and generous families with over $500,000 in investable assets, including:
Retirees & Pre-Retirees
For individuals and couples over 50, we can help you formulate a financial plan for your spending years, no matter what point you are starting from.
Business Owners & Executives
For business owners and executives, we can help you navigate complex tax, investment, and transition decisions with greater clarity and confidence.
Widows & Widowers
For widows and widowers navigating life after the loss of a spouse, we can help you make important financial decisions and build a plan for the years ahead.
Your Stewardship In Action
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 not just in your portfolio, but in a legacy that makes a tangible Kingdom impact.
Total contributions made by the families we serve
Benefiting Organizations Include
Insights
Our responsibility to our clients doesn’t stop when our doors close for the day. Our gears are constantly turning to provide you the best financial advice possible, day or night.
Our Offices
JMA serves clients around the Southwest US and across the country. Schedule an in-person or virtual appointment with us to find out how you can clarify your financial plan the JMA way.
Let's make decisions that matter.
Our partnership starts with a conversation. Reach out to our team to set up an appointment with us.