Jon Moore
Jon Moore
  • https://www.facebook.com/epwealthadvisors/
  • https://www.linkedin.com/in/jon-moore-cfp%C2%AE-95898020/
  • https://www.youtube.com/channel/UC71LDkJ6K8M_uEP-jLR9i1A/videos
  • https://www.epwealth.com/blog

Jon Moore

CFP®


EP Wealth Advisors

Regional Director


Littleton, CO
Anywhere / Virtual Meetings

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.

  • As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

  • Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.

  • Taking new clients with a $500,000 investment minimum.

  • WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Jon Moore

Jon Moore is the Regional Director and Partner at EP Wealth Advisors in Denver, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. Jon’s specialty involves helping meet the unique needs of entrepreneurs and family-owned businesses as they strive to grow, protect, and transition their wealth.
 
Prior to EP Wealth Advisors, Jon was the President of The Moore Financial Group, LLC where he worked side by side with his father for over 22 years serving his clients. Jon is active in the community of Littleton, Colorado where he has lived for the past 17 years with his wife, Justan, and son, Ethan. He is a member of the National Association of Personal Financial Advisors (NAPFA). He also serves on numerous Non-Profit Boards and is the past President of The Littleton Rotary Club (2015-2016).

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I Can Help You With:

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients:

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

FAQ with Jon Moore

  • Is EP Wealth a fiduciary?
  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

Office Locations

  • 8081 Shaffer Parkway, Suite 4 - Littleton, CO 80127

  • 7800 E. Union Ave., Suite 520 - Denver, CO 80237

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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