Moyer Wealth Management

Overview

Moyer Wealth Management is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families with a mix of financial planning and portfolio management for individuals and small businesses. It also operates in adjacent roles as an insurance broker and provides accounting-related services, which suggests it integrates insurance and tax considerations into client strategies. Investment activity is concentrated in public, exchange-traded securities with a clear equity preference. The adviser does not present itself as a capital allocator to third‑party alternative fund managers and is not an active ESG investor. Fee arrangements are flexible—covering percentage-of-AUM, hourly, fixed fees and other structures—allowing for both ongoing investment management relationships and project-based planning engagements. Custodial relationships are centralized, which supports streamlined trading and reporting for a compact client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices