Our Purpose

At John Moore Associates, our mission is to instill confidence in your financial life for today and for your future. We help manage your investments and preserve your wealth for future generations of your family.

Wealth Isn’t Just About Money

We believe that family, stewardship and generosity are important assets-in addition to money. Speaking of generosity, in 2012 we started tracking the value of charitable donations that we’ve helped our clients transfer from their JMA-managed Raymond James accounts to charities. Most of the families we serve make donations of appreciated investments, which provide tax advantages in addition to the potential tax deduction. And taking advantage of honest and legal strategies to mitigate taxes is not sinful. It’s smart.

Generosity

We love to encourage and celebrate the generosity of our client families. While we leave the decision up to the families we serve, the number who choose to donate — and the extent of their generosity — never ceases to amaze us.

(total charitable donations made by the families we serve)

In 2012, we started tracking the value of the charitable donations that we’ve helped our clients families transfer from their JMA-managed Raymond James accounts to charities. The above number represents the total charitable donations made by the families we serve.

It’s our honor to help our clients maximize the benefits of their gifts. The majority of our families make donations of appreciated investments, which provide tax advantages in addition to the potential tax deduction.

 

Benefitting Organizations Include

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