Moore Financial Advisors, LTD.

Patricia Moore is a CFP® professional with 23 years of experience, currently serving at Moore Financial Advisors, LTD. since 2002. She also works as an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics classes during the academic year. Moore Financial Advisors, Ltd. provides wealth management and financial planning services to individuals, families, trusts, and estates, focusing on long-term portfolio construction primarily with low-cost, diversified mutual funds and ETFs. The firm serves high-net-worth households and offers specialized college-planning services alongside discretionary and non-discretionary portfolio management.

Robert Kania is a CFA® charterholder with 10 years of industry experience. He is currently with Moore Financial Advisors, LTD., where he has worked since 2019, and previously held roles at Laurentide Advisory, LLC and Serapis Capital, LLC. Moore Financial Advisors, LTD. provides wealth management and financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, and offers specialized college-planning services.

Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with two years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for over a decade in various roles. Moore Financial Advisors, Ltd. provides wealth management and financial planning services to individuals, families, trusts, and estates, managing approximately $111 million in assets. The firm utilizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, incorporating economic, fundamental, technical, market, and behavioral analysis in its portfolio management.