Dan Moore, CFP^®

How do I help our clients Live a Richer Life®?
As a Personal CFO, I help clients Live a Richer Life® by starting with their why — the relationships, experiences, and impact that matter most. We translate that purpose into a clear plan for time and money: coordinated investments, tax strategy, company benefits and decision frameworks that keep every choice aligned to their values, ensuring wealth fuels a life well-lived.

How do I align my time and money with my values and passions to Live a Richer Life®?
I align my time and money with my values of family, integrity, and service by prioritizing experiences with my wife and our two children. Whether traveling or simply spending time outdoors together, I focus on creating shared memories and investing in my relationships. These moments keep me present and grounded, and they clarify my own “why” — reminding me that true wealth is not just about resources, but about living with purpose and connection.