About Us

Moyer Wealth Management (“MWM”) is a full-service, independent financial advisory and tax planning firm located in Montgomery County, Pennsylvania.  For nearly 20 years, our team has been providing comprehensive wealth management services designed to help high net-worth business owners, corporate executives, and retirees, identify and achieve their goals, both personal and financial.  We help you create, protect, and transfer wealth, minimize taxes and live the best financial life possible.  MWM is an Independent Registered Investment Advisory (RIA) firm registered with the state of Pennsylvania’s Department of Banking and Securities.  Our independence gives us the ability to evaluate all solutions and make recommendations we feel are optimal for our clients’ needs.  We are not affiliated with any specific company which gives us access to all investment vehicles and financial solutions, bringing the best in-class for your unique situation.  In fact, as a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), we adhere to a strict code of professional ethics that surpass the industry standards of traditional financial institutions, acting as a fiduciary on behalf of our clients.