Steward Partners, a full-service, employee-owned, and independent financial services firm, announced the acquisition of Moore’s Wealth Management, adding five financial advisors and $700 million in assets to Steward Partners’ roster in its Legacy Division.
This new partnership expands on Steward Partners’ footprint in Georgia with the addition of a Gainesville office. Headed by partners Scott Moore, his sons Chris and Brian Moore, and Mark Peterson, the nine-member team now represents Moore’s Wealth Management at Steward Partners.
Launched in early 2009, the Moore’s Wealth Management team brings several decades of experience helping retirees and pre-retirees across North Georgia create customized retirement income strategies. And with a focus on tax-efficient planning, wealth preservation, and personalized service, the firm empowers clients to retire with confidence and clarity.
Steward Partners’ Legacy Division was built to support established advisory teams seeking a long-term succession and continuity solution without sacrificing their brand or client relationships. And the Legacy Division offers a flexible framework that enables advisors to maintain their identity while leveraging the scale, resources, and operational support of a national firm.
Along with the three Moore’s and Peterson, Isaac Pitt also serves as a financial advisor on the team along with four supporting staff members.
KEY QUOTES:
“Joining Steward Partners felt like the natural next step for our team and our clients. What stood out most was the firm’s family-oriented culture and its unwavering commitment to doing what’s right—for both its advisors and the clients we serve. Jim, Hy and the entire leadership team share a clear vision for the future, and they’re nimble enough to make smart, strategic decisions quickly. We’re especially excited to join a team of like-minded advisors who are aligned and moving in the same direction. There’s a real sense of shared purpose here, and we’re energized by what we’ll build together.”
Scott Moore, Founder of Moore’s Wealth Management
“The addition of Moore’s Wealth Management to our Legacy Division reflects Steward Partners’ ongoing commitment to thoughtful, advisor-centered growth. Our Legacy Division was built to provide a seamless path for successful teams navigating succession planning, and the partnership with Moore’s Wealth Management is a perfect example of how we can preserve a firm’s identity while offering the support, scale, and continuity of a national platform. As we continue to grow through strategic M&A, we remain focused on aligning with like-minded professionals who put clients first and are looking to build a lasting legacy, and Moore’s is a perfect example of the caliber of talent we’re seeking.”
Scott Danner, EVP & Head of Legacy at Steward Partners
