Wendy Moyers (CDFA, CFP®)

Wendy Moyers focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Wendy's planning specialties include divorce financial planning and retirement planning, with a special emphasis on planning with women. 

Additional Information

Wendy is a Senior Financial Advisor with over 20 years of investment and financial planning experience. She helps clients navigate volatile investment markets while maintaining focus on their long-term financial and life goals. Wendy is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst (CDFA®). As a recognized expert on comprehensive financial planning strategies, Wendy has been featured in an NPR radio broadcast on women and finance and has been quoted in publications such as the Washington Post, Wall Street Journal Radio, MarketWatch, and Fox Business.

Wendy earned her Bachelor of Science degree in Business Administration from Colorado State University and is a member of the National Association of Personal Financial Advisors (NAPFA) and the Institute for Divorce Financial Analysts. Wendy’s experience ranges from working at one of the largest brokerage firms in the nation, Charles Schwab, to helping clients create comprehensive financial and investment plans at fee-only firms.

Wendy is an active member in the Estate Planning Journal Club under the Greater Washington Community Foundation, the Estate Planning Council of Montgomery County and sits on the School Advisory Board at Holy Cross School. Wendy's two daughters keep her very busy.

NAPFA Start Date

July 09, 2008

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This Office

7910 Woodmont Ave Ste 500 Bethesda, MD 20814-3048 Phone: (240) 781-6208