Your Scottsdale Financial Advisor

Yes. John Moore Associates serves individuals and families in Scottsdale, Phoenix, and nationwide. We also work with clients across the country through both in-person and virtual meetings.

Many of our clients are retirees, pre-retirees, physicians, business owners, executives, and multigenerational families seeking comprehensive financial planning. They value long-term relationships and want advice that addresses more than investments alone.

We provide comprehensive financial planning, investment management, retirement planning, tax planning coordination, charitable planning, and multigenerational wealth strategies. Our goal is to help clients align every aspect of their financial lives with their long-term goals and values.

Yes. We frequently help business owners who are preparing for a sale, succession, retirement, or other liquidity event. Our team can help coordinate planning strategies before and after these major transitions.

Yes. We regularly work with business owners approaching a sale, retirement, or liquidity event. We help clients think through tax implications, investment decisions, charitable opportunities, and long-term planning before and after a transaction.

Absolutely. Many of the families we serve are preparing for retirement or have recently retired. We help clients evaluate income strategies, investments, taxes, healthcare considerations, estate planning, and charitable goals to create a coordinated retirement plan.

Yes. We have an in-house Investment Committee that oversees each portfolio. They develop disciplined, long-term investment strategies rooted in your values, faith, and worldview, all designed to support your goals while integrating tax considerations and broader financial planning needs.

We believe money decisions are heart decisions, and each decision should point not only to your goals, but to your values. Our approach combines investment management with retirement, tax, estate, and charitable planning. We prioritize relationships, thoughtful advice, and helping clients become wise and generous stewards of their resources. 

Many of our clients appreciate working with advisors who share their values. Every advisor on our team is a Certified Kingdom Advisor® (CKA®) and is committed to seeing your values reflected in your financial plan. They approach financial planning through the lens of biblical stewardship while providing sophisticated strategies and objective guidance. We also believe that a financial plan without a charitable plan is incomplete, so we encourage our clients to think deeply about how they want their values reflected through giving. 

Yes. At JMA, we see multigenerational planning as preparing the next generation for wealth and not the other way around. We take great joy in helping prepare children and grandchildren for financial responsibility. Many families value having a trusted advisory team that can serve future generations as well.

Yes. Charitable planning and legacy planning are important parts of what we do. We help clients create tax-efficient giving strategies and develop plans that support both their families and the causes they care about most.

Certainly. We work with clients throughout Arizona and across the United States. Meetings can be held in person or virtually, depending on your preferences and location.

The process begins with a conversation. We'll discuss your goals, concerns, and priorities to determine whether our approach is a good fit for your family and your financial needs. Contact our team today to schedule a conversation.