About the Practice

Moore & Associates Wealth Management provides financial planning throughout Georgia, serving Atlanta area families and businesses through our offices in Roswell and Dunwoody.

• Serving fee-based clients through relationships. Through regular interaction, we will build a relationship, learn about your long-term goals, and help you take steps to achieve those goals on time. We will provide regular tracking and reporting as you tell us about  the changes in your life. Then, we will adjust your financial goals and plan accordingly.
• Offering objective, ongoing reviews. We bring objectivity to your financial planning. Our business model is based on building relationships, not selling financial products. We look beyond what we can sell to discover strategies that are in your best interest, not ours. By reviewing your plans consistently, we can adjust them together, right on time.
• Coordinating financial strategies with other professionals already on your team. We want to augment and complement the work you’ve done, not take over the business you’ve entrusted to others. We will work with the accountants, lawyers and other professionals who are currently serving you. We also can recommend professionals in areas outside our expertise.
• Providing expertise for family businesses. We work with many types of clients; however, we have particular expertise available for family business owners, including funeral home owners, as they plan for succession. We are supporters of the Cox Family Enterprise Center at Kennesaw State University and of the Georgia Funeral Directors Association (GFDA). Meredith also serves the family business community through her weekly Family Business Radio  show.