First thing’s first. We listen. Throughout our friendly discovery process, we take the time to get to know you, your family, and your financial needs and goals.
This intake phase is entirely focused on you. This typically takes several meetings and involves multiple JMA financial professionals. We ask you questions, and don’t stop until we have solid understanding of you and your financial goals.
We analyze every component of your financial life, and design a customized investment plan for you. Our clients are individuals. Our investment plans are, too.
Your unique financial plan is a collaboration of up to ten JMA financial professionals providing analysis and strategy to help your family achieve its goals. We evaluate all of your assets and investments, and consult our panel of CPAs, insurance advisors, estate attorneys, and business planners to help ensure every area of your financial life is addressed.
Investing is a marathon, not a race. Your investments are diligently monitored by our ensemble of financial professionals. Our team meets weekly to discuss results and strategies in order to advise any adjustments.
Our team approach allows the collective knowledge and experience of our advisors to work for you. It also eliminates any individual investment bias. And, we’re always paying attention to changes that could affect your portfolio, such as current events or personnel changes at key companies.
We are partners in your prosperity. Our team is always available to answer your questions and address any concerns. We support you with time, guidance and resources so you can live life with confidence.
As a client of John Moore Associates, you receive some of the highest level of technical expertise along with principled counsel related not just to your investments, but also to prominent financial decisions and significant life changes.
We are happy to talk to or meet with you at any frequency, and we want to know if your goals or circumstances change so that we can suggest changes or recommend actions.