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Hannah Moore (CeFT®, CFP®)

Hannah Moore focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

We specialize in working with couples who are nearing retirement or have had a recent life event that has added complexity to their financial situation. 

We also offer recently widowed women a unique service that provides financial guidance in the year after their spouse passed away. 

Additional Information

As a boutique wealth management firm, our role is to provide our clients with clarity, simplicity, and confidence in their financial lives.

Financial Planning is our passion.

Our greatest satisfaction comes from helping families create financial plans that allow them to live the lives they’ve imagined, free from financial worries.

We created our planning process to be engaging and we involve our clients every step of the way. We believe our clients are the experts on their lives and that the best plan is created only if we work together.

Our Clients

Our clients tend to be successful professionals who have previously done their financial planning on their own, or worked with an advisor dealing with investments alone. They are seeking more guidance as they enter retirement or face new financial challenges. They want someone with whom they feel comfortable making financial decisions with together.

NAPFA Start Date

April 02, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

14241 Dallas Pkwy Ste 650 Dallas, TX 75254-2953 Phone: (214) 810-3835
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