Jon Moore
CFP®
EP Wealth Advisors
Regional Director
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.
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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).
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?
Jon Moore's Designations and Affiliations
Media Mentions and Industry Involvement
Jon Moore is Quoted in InvestmentNews: "The do’s and don’ts of talking to clients"
EP Wealth Advisors - Awards and Recognition
Jon Moore is Quoted on Barrons: "You’re Selling Your Business. 6 Common Mistakes, From Money Pros."
Jon Moore is Interviewed on Family Business Magazine's Transitions Spring 2021: "When the Kids Aren't Able to Take Over the Business"
Jon Moore Contributes to the EP Wealth Blog: "Takeaways from Family Business Magazine’s Transitions Conference 2020"
Jon Moore Contributes to the EP Wealth Blog: "10 Common Mistakes Small Business Owners Should Try To Avoid"
Jon Moore Presented at Family Business Magazine's Transitions Conference on Protecting Assets Across Generations
Office Locations
8081 Shaffer Parkway, Suite 4 - Littleton, CO 80127
7800 E. Union Ave., Suite 520 - Denver, CO 80237