Thomas Moyer, CFP®
Tom Moyer, CFP® is a Financial Advisor at MACRO Consulting Group. Tom brings 20+ years of experience in the financial services industry with expertise in planning, wealth distribution management, stock options, deferred compensation and equity compensation planning.
As a Financial Advisor, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis. Tom actively monitors clients’ investments and overall portfolio performance to ensure goals remain aligned. As a member of MACRO’s elite advisor team, Tom works collectively to determine clients’ needs, goals and risk tolerance levels. Tom has been with MACRO Consulting Group since 2007, previously serving as a Staff Planner for new and prospective clients. In that role, Tom conducted the initial analysis of client holdings, assessed cash flow needs and examined current investments and insurance coverage, including portfolio reviews and tax efficiency.
Prior to joining MACRO Consulting Group, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms where he advised employees of corporate audit clientele. Tom’s extensive background provides him with expert abilities to address the complex needs and financial goals of MACRO Consulting Group’s niche client base.
Tom is a “Five Star Wealth Manager” as seen in New Jersey Monthly magazine1 and has been named one of the “Best Financial Advisors for Doctors” by Medical Economics.2 Tom is a graduate of Muhlenberg College and holds the CERTIFIED FINANCIAL PLANNER™ designation. In addition, Tom maintains his FINRA Series 7 and Series 65 registrations through LPL Financial.
1 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2016-2017)
2 Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2015)