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We’re Wealth Advisors and Financial Strategists.
We keep watch over your preparedness and goals.
You’re working smart to enjoy life with an upside.
It's because you’re all-in that we are MooreInvested.

Financial Planning

Investment Management

We’re Wealth Advisors and Financial Strategists.
We keep watch over your preparedness and goals.
You’re working smart to enjoy life with an upside.
It's because you’re all-in that we are MooreInvested.

Active and Trustworthy Oversight

In this age of AI and algorithms, we resist the temptation to “set it and forget it” with your money. We believe more security and greater wealth is achieved when professional curiosity is paired with strategic vigilance. When it comes to your future, we don’t sleep so that you can

  • More Discovery
  • More Strategy
  • More Execution
  • More Accountability

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Early Accumulator

  • Typical age 25-40
  • Starting Family
  • Beginning Career
  • Growth Investing

Late Accumulator

  • Typical age 40-54
  • Peak Earning
  • Building Wealth
  • Discretionary Investing

Early Retirement

  • Age 55-65
  • Income Investing
  • Charitable Giving
  • Financial Independence

By the Numbers

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$0MM
Assets Under Management
$0MM
Average Client Portfolio
0%
Client Retention
0yrs
Combined Advisory Experience

Life is for the taking

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We’re Wealth Advisors and Financial Strategists. We keep watch over your preparedness and goals. You’re working smart to enjoy life with an upside. It’s because you’re all-in that we are MooreInvested™.

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Contact Us

Address:
Moore Invested, LLC
2827 Peachtree Road
Suite 510
Atlanta, GA 30305

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MooreInsight

Mr. Warren Buffett built his iconic empire on the principal of bottom-up investing—finding the best and most sound investments first and then strategically pairing them with specific goals. We build your portfolio in the same manner, believing that the best way to steward your financial future is through well-researched, sound investments that will best serve your highest ambitions, and often exceed them.

Kindest Regards

A TRUSTED ADVISOR AND FAMILY FRIEND
Valued insight, respected advice
Great Rapport with Clients

"has always been my next call after my Dad."

"is like an influential member of our family board of advisors."

"relatability transcends generations."

Our Team

Tom Moore

Tom became hooked on investing when, during his junior year of college, his mother took him to open an IRA account with her broker at A.G. Edwards. He has since devoted his career to honing the craft of making smart, successful investments for others. Before launching Moore Invested LLC, he served as a Partner and Senior Investment Advisor for Capital Investment Advisors, where he guided hundreds of clients in making sound financial decisions to meet their short-and long-term goals. Tom received a BA in Economics from the University of Georgia, and a Master of Taxation from Georgia State University. Tom also completed Oglethorpe University’s financial planner program and achieved the Certified Financial Planner (CFP®) designation from the Board of Standards, Inc. Tom resides in Atlanta, GA with his lovely wife Jenny and their three children, Griffin, Isabel, and William.

Kellie Carter

Kellie is a veteran Client Service Manager of two decades. She graduated from Auburn University in 2004, with a degree in Finance. Kellie is originally from Powder Springs, GA and currently lives in Smyrna, GA with her husband John and their daughter Kambrie.

Elizabeth Jackson

Elizabeth joined Moore Invested as the Trading and Operations Specialist. She previously served as the Manager of Investment Operations for a multibillion-dollar wealth management firm. Elizabeth graduated from the University of a Florida and received her Master of Business Administration from Georgia State University. She is originally from Vero Beach, FL and currently lives in Brookhaven, GA with her husband, Mike, and their two daughters, Eila and Ellis.

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Social Security Fairness Act

Feb. 18. 2025 | 10:44 AM EST

Teachers and other public servants have watched their Social Security benefits diminish due to complex provisions that few understood, but many felt deeply in their retirement years. That changed on January 5, 2025, when President Biden signed the Social Security Fairness Act into law, which eliminated two controversial provisions that had reduced benefits for millions […]

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We love seeing our clients wearing Moore Invested SWAG!

Feb. 6. 2025 | 5:38 PM EST

It’s always a lot of fun meeting clients out of the office in a casual social setting. Tom was fortunate to spend a long lunch with two of his favorite people, Lee and Evelyn Rhyant.  It made it especially fun when they arrived wearing their new Moore Invested swag!

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Market Update – January 2025

Feb. 3. 2025 | 2:22 PM EST

Stocks Rally as Market Leadership Shifts in Early 2025 Monthly Market Summary The S&P 500 Index returned +2.7%, marginally outperforming the Russell 2000 Index’s +2.5% return. Seven of the eleven S&P 500 sectors outperformed the index, as AI-related news led to a sell-off in Technology stocks. Corporate investment-grade bonds produced a +0.6% total return as […]

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2025 Market Themes

Jan. 23. 2025 | 11:06 AM EST

2025 Themes – 2024 marks second banner year in a row. Stock market is high, but economy shows little signs of weakness. Enthusiasm over new administration. Rolling back regulation and extending tax cuts should benefit both Wall Street and Main Street.

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