Athens, GA
Resource Valley Complex
1551 Jennings Mill Road
Suite 2600-D
Watkinsville, GA 30677
Office: 706-352-4644
Hours: Monday-Friday 9:00 am – 5:00 pm
Located just 60 miles from Atlanta and home to the University of Georgia, Athens is a charming college town rich with culture and history. Since 2018, Moore’s Wealth Management has provided retirement planning services to Athens and neighboring areas. We are proud to deliver customized wealth management strategies to those who call Athens home.
Whether you’re preparing for retirement, in retirement, or focused on conservative investing, our advisors will work to safeguard your financial future with a customized investment plan.
Book a complimentary, no-obligation retirement planning consultation to review your retirement goals and explore strategies to help reach them.
Our Athens Wealth Management Team
Brian Moore
Managing Director / Financial Advisor
You may have had the opportunity to see Brian at one of the many retirement events he conducts across north Georgia. As a seasoned professional Investment Advisor Representative, Brian helps clients plan retirement strategies that address their tax, estate, and long-term care objectives. Committed to client success, he works to strengthen retirees’ portfolios for current and future needs. A family-oriented man, Brian enjoys attending automotive events and sporting activities with his wife and two children.
Chris Moore
Managing Director / Financial Advisor
As an Investment Advisor Representative, Chris helps clients prepare for and manage their retirement assets. Chris brings his love of educating investors into the community, often speaking at public retirement events and local universities. Through his deep experience in financial consulting, he educates pre-retirees about risk management, estate and income planning, tax strategies, Social Security, and market trends. Chris enjoys spending time with his family attending automobile and sporting events.
Mark Peterson
Managing Director / Financial Advisor
Mark is an Investment Advisor Representative who specializes in helping families plan for retirement. He is passionate about education and has taught financial and retirement courses for seniors at several area colleges and universities. Outside of work, Mark enjoys spending time with his family, especially his 17 grandchildren, and can often be found around the farm checking on the Scottish Highland cattle or fishing at the pond.
Isaac Pitt
Financial Advisor
Isaac is an Investment Advisor Representative who analyzes client portfolios to support accurate reporting and alignment with the firm’s investment strategies. He is passionate about investor education and regularly leads seminars on a range of financial topics to help clients pursue their personal financial goals. Originally from Utah, Isaac now lives in Georgia with his wife and their four young children, where he enjoys spending time with his family.
Directions:Turn into Resource Valley and then take 3 right turns, look for suite 2600-D. Parking is located in front of our office.
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