Erik Moore of Moore Wealth Inc. is a member of XPX Maryland

Erik Moore

Lead Advisor & Director of Investment Strategy

Frederick, Maryland

Professional Profile

Call Me When

Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.

Contact Method

erik@moorewealthinc.com

Profession

  • Insurance
  • Investor
  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Capital markets
  • Cash management
  • Charitable giving
  • Compensation
  • Debt
  • Employee benefits
  • Equity
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
  • Business Focus

    Moore Wealth Inc

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Client Results

    Membership

    Maryland Individual

    Member Since

    3 Year Member

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Emerging Professionals Chair

    Why I'm a Member of XPX

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