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Happiness can be bought.
Just not with money.

Our principles guide the way we counsel families, build portfolios, and measure what success actually means.

Our Mission

To walk alongside the families we serve, helping them become wise and generous stewards.

Our Vision

Be the sought-after wealth advisory firm among families that align with our values.

Our Values

Relationships

Our community is our most valuable asset. We put others before ourselves and are committed to collaboration, loyalty, and trust-building with all clients, vendors and coworkers, knowing that together we can help create more fulfilling futures.

Wisdom

Our expertise is only as deep as the wisdom we seek. We continually pursue a greater knowledge of our trade, our clients, and the world, combined with timeless and transcendent principles of the bible, so that we may provide fruitful counsel.

Service

We bring a servant’s heart to all we do, with caring, attentive, proactive, and responsive service to our clients and colleagues. We consistently find real solutions to clients’ challenges to optimize stewardship.

Generosity

We believe that sharing God’s resources and encouraging a life of giving will have a deep and lasting impact on families, our communities, and our own joy.

Six keys to financial success.

Financial wisdom isn't complicated. It's consistent. These are the principles that shape how we counsel every family we serve.

I.

Spend less than you make

Proverbs 13:11

II.

Be prudent about debt

Proverbs 22:7

III.

Build liquidity

Proverbs 6:6-8

IV.

Set long-term goals

Philippians 3:14

V.

Act like a manager, not an owner

1 Chronicles 29:11

VI.

Give generously

2 Corinthians 9:7

Additional Insights

What Is Biblical Financial Planning?

When you work with John Moore Associates, you work with a team of financial advisors who use biblical principles to guide clients in their money management decisions. But what does biblical financial planning entail, exactly? For that matter, what does financial planning even mean? Before you entrust us with your financial well-being, having a clear…

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