Susan Moore (CFP®, MS)

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

  • Divorce Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

At Moore Financial Advisors, Ltd, we have one abiding goal – to help clients achieve financial peace of mind by providing fee-only financial planning services.  We help clients make sense of complicated financial lives. Our skill is in creating strategies that carefully and thoroughly solve dual financial puzzles -- how to grow and preserve wealth while creating a legacy to allow wealth to pass to important people and causes. We provide ongoing professional portfolio management services, as well as financial & retirement planning services on an as needed basis.

Additional Information

We provide financial planning services and investment management services to help clients achieve their goals and dreams. We specialize in working with non-traditional families, women who are single/widowed/divorced/divorcing, and baby boomers who are planning for or entering retirement.

NAPFA Start Date

February 06, 2006


This Office

7 Clyde Rd Watertown, MA 02472-1315 Phone: (617) 393-9999 Fax: (617) 812-1073