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Matt Moore, Financial Advisor

I partner with you and your organization to organize, protect, and grow all aspects of your financial life and celebrate the successes along the way.

 

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. 

  

 As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.


Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.


But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.


At Harte Global Financial, we are dedicated to helping retail investors build secure and fulfilling financial futures. With a focus on comprehensive retirement planning, our team combines personalized strategies and forward-thinking solutions to ensure your long-term goals are met with confidence.

Our approach goes beyond traditional wealth management. Through our flagship podcast, "Investors Coffee Shop", we explore unique and alternative investment opportunities, offering valuable insights into areas outside of traditional stocks and bonds. From real estate to collectibles, our episodes provide innovative ideas to diversify portfolios and grow wealth.

We also believe in fostering financial literacy for the next generation. Our children's book series, "Oliver and Felix's Frugal Adventure", introduces young readers to essential money management concepts in a fun and engaging way, setting the stage for lifelong financial empowerment.

At Harte Global Financial, your success is our priority. Let us guide you on the path to financial independence and generational wealth.


LeMay & Company is a full-service CPA firm specializing in all areas of accounting, tax and financial management.

We are the single source of highly competent financial professionals integrated together as a team to meet the unique and continually expanding needs of small businesses, growing businesses and their owners.

Small Business Accounting & Bookkeeping|Cash Flow and Budgeting Analysis|Financial Forecast and Projections|Accounting System Design & Training|Management Advisory Services

Small Business Accounting & Bookkeeping|Cash Flow and Budgeting Analysis|Financial Forecast and Projections|Accounting System Design & Training|Management Advisory Services

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Shiver Management Group is the parent entity of several real estate partnerships and limited liability companies initially founded by the late home builder and former public school teacher, Jube B. Shiver, Sr. For more than a half century, these Shiver Management Group companies have offered unparalleled expertise in custom home building, real estate investment, property development and multi-family rental housing management.

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