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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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Annuity Buyers Beware, Part 1: S&P Monthly Point-to-Point Strategy, and Why It’s a Bad Bet

Jun. 16. 2025 | 9:33 AM EDT

If you’ve discussed financial products with me at any length, you know I’m not a fan of annuities. They’re overly complicated and an opaque investment product that I don’t feel comfortable recommending for long-term investment, especially not for retirement planning. Some financial products are complicated due to their nature, while others are artificially complex. A […]

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Market Update – May 2025

Jun. 4. 2025 | 1:34 PM EDT

Reflecting on the YTD Market Volatility & Recovery Monthly Market Summary The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and Russell 1000 Growth gaining +9.2% and +8.9%, respectively. Technology was the top-performing S&P 500 sector for a second consecutive […]

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The Moore Invested Team Refining our Value Proposition

Jun. 4. 2025 | 12:14 PM EDT

At Moore Invested, we’re not just talking about financial strategies — we’re reimagining why we do what we do. This past week, our team dove deep into the Osborn-Parnes Creative Problem Solving method to refine our value proposition. From fact-finding to idea generation, we explored bold questions like: What truly sets us apart? How do […]

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Boeing: The Grounding of an Iconic Aerospace Company

May. 28. 2025 | 1:50 PM EDT

Boeing was once widely known for its engineering excellence and rose to prominence as a cornerstone of the global aerospace industry. But how the mighty have fallen. In recent years, Boeing has been beset with one financial disaster and controversy after another. It would have been difficult to predict this kind of turmoil for an […]

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