The Difference is in the details

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why we believe you should give serious consideration to Moody + East Investment Partners.

An Experienced And Credentialed Team

Our team has decades of combined financial industry experience. We have two Certified Financial Planner professionals and an insurance professional with over 20 years of experience. Our founding partner has over 28 years of experience of his own. When it comes to serving you well, there is simply no substitute for experience.

Our Straightforward Approach

Whether it’s portfolio management or financial planning, we explain difficult or complex financial concepts in a way our clients can understand. We stay away from unnecessary financial jargon and use terms each client is comfortable with.

Real-Time Financial Planning

Our clients’ financial plans are ongoing documents that evolve with events in their lives; changing needs, wants and wishes; and current market conditions. We assess our real-time financial plans with different scenarios, stress tests and probabilities of success.

Our Investment Philosophy

Our philosophy is to own large, U.S.-based companies and investment-grade fixed-income investments, make small changes along the way, and let the companies do their jobs. We want our clients to know the companies they own and why they own them.

401(K) Retirement Plans

We work in conjunction with a nationally recognized corporate retirement plan group that can tailor a company 401(k) plan for the individual needs of your business. Our mission is to provide small and midsize companies with the knowledgeable advice, service and products typically only available to the largest companies.

Tax-Mitigation Strategies

We work with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes. By developing and implementing strategies designed to lessen or shift current and future tax liabilities, we can improve your prospects for meeting your financial objectives.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please note: Changes in tax laws or regulations may occur at any time, and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.