“If you take care of the clients, you don’t need to worry about anything else. That was the advice my dad gave me and it has served me well,” says Christopher Moore, private wealth advisor with Moore & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne. “He was a financial advisor for 35 years and he said it’s not about the money. It’s not about return. It’s not about which stock you picked – it’s about taking care of the client.”
Moore says putting his clients’ best interests first is what makes his business different from others. Instead of building his business around a product to sell, the dedication to the client and prudent financial advice he provides is the product.
“Financial planning is not about one particular investment. It’s about investing time to understand your client and their financial objectives and future goals. Then, you discuss various strategies to develop a plan and help them through the changes in their life, their expenses, their needs, to make sure you give the best possible advice for them to reach their financial goals the best way possible.”
Moore says a lot of people do not form a strong and trusting bond with their financial advisors. Many advisors neglect to take the time to know the client as a unique person, with personal financial goals that are unlike anyone else’s. “They don’t take the time to do that because many financial advisors are only paid for product sales and not on financial advisory solutions. Our job, as one of the top financial advisory practices in the country, is to listen to our clients’ needs and solve any problems that may occur along the way. Therefore, our education and experience sets Moore & Associates apart from other advisors.”
Moore has set up his practice to ensure he and his team are able to effectively communicate with each other about their clients.
“Since I started 28 years ago, my office has never used voicemail during our normal business hours. Your call will be answered by a live person and you will be taken care of by a dedicated member of our client service department, investment department or the financial planning department.”
Since 2012, Moore has been named one of America’s Top 1,200 Financial Advisors by Barron’s® Magazine, which recognizes the most outstanding financial advisors who represent the highest levels of ethical standards, professionalism and success in the business.
In 2016 and 2017, Moore has also been named one of America’s Top 400 Financial Advisors by Financial Times – something no other financial advisor in this area has accomplished.
“You don’t get those awards from only talking or from investment returns. You get those awards from excellent client service, details in what you’re doing, proven financial planning advice, solid foundations in investment management systems and consistency. It’s not telling people how good we are – it’s proving it and showing them.”
Owner(s): Christopher Moore, CFP®, APMA®, Private Wealth Advisor
Address: 6226 Covington Road Fort Wayne, Indiana 46804
Phone: (260) 436-8884
Years in Business: 28
Number of Employees: 13
Products & Services: Retirement Planning, Investment Management and 401k Rollovers, Wealth Preservation Strategies, Estate Planning Strategies, Executive Compensation and Benefits, Tax Management Strategies, Charitable Giving Strategies