Moyer Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,320,972
Clients
101
28% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
101
HighAverage account size
$745,752
About
Moyer Wealth Management, a d/b/a of Moyer CPA Group, LLC, serves individual and high‑net‑worth clients with investment advisory services, portfolio management, and financial planning. The firm also provides tax preparation and bookkeeping through its parent CPA practice, and manages client accounts via both discretionary and non‑discretionary managed account programs.
The firm tailors advice to client objectives, time horizon, and risk tolerance and employs a mix of asset allocation, dollar‑cost averaging, technical analysis, and long‑ and short‑term investment strategies, with at least quarterly account reviews. MWM’s brochure notes that its strategies can have significant tax implications and explicitly recommends ongoing consultation with a tax professional.
MWM is notable for its CPA ownership and the principal’s professional credentials (CPA, CFP® and PFS™), and for operating an advisory business alongside tax/accounting services—an arrangement the firm discloses and offers clients the choice to decline. The firm also discloses that some representatives are registered with other investment advisers and that the principal is a licensed insurance agent (up to 30% of his time spent on that activity); MWM reports managing roughly $75.3 million in discretionary assets for about 101 clients.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Wealth management
Annuities
Fee options
Fixed fees for financial planning projects ranging from $1,000 to $5,000 per project
Hourly fees range from $100 to $500 per hour, negotiated with the client
Fee-only: Financial planning fees charged as fixed fees ranging from $1,000 to $5,000 per project or hourly fees ranging from $100 to $500 per hour
Main office location
Moyer Wealth Management
Lansdale PA, United States
Number of offices
2
Most active in
Moyer Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")