Financial Advisory

Meredith C. Moore

Founder & CEO of Artisan Financial Strategies

Meredith Moore is the Founder and CEO of Artisan Financial Strategies. With 20 years of experience as a financial planner, she is an engaging and extraordinarily knowledgeable speaker who frequently presents on a variety of wealth management topics that range from the routine to the complex.

Creating a strong rapport with audiences of every size, she has been the keynote speaker for a crowd of 2500 and the ERG speaker at a major Fortune 500 company, as well as conducting CPE and CLE for individual firms. Meredith’s compelling style helps her convey complex information in a way that resonates with her audience, whether she’s addressing Fortune 1000 companies, senior leadership teams, employee resource groups or professional services organizations.

Always passionate about helping others hit their wealth targets, Meredith is an advocate of deep planning. Her presentations capture and hold attendees’ attention with relatable anecdotes and a plethora of actionable insights that extend beyond general surface planning.

“No matter how limited the time and how busy the participants, it is vital to thoroughly vet wealth management strategies against an individual’s circumstances and goals, both personal and financial,” Meredith stresses. “I work to educate others about the critical need to approach this topic frankly and inspire them to take full advantage of all their options, helping them create efficient yet effective and comprehensive financial plans that unite all actions to support overarching goals.”

"No matter how limited the time and how busy the participants, it is vital to thoroughly vet wealth management strategies against an individual’s circumstances and goals, both personal and financial."

Meredith customizes each presentation to reflect the specific interests and level of financial sophistication of the audience. Her most popular topics include:

  • Investment 101
  • How to not run out of money in retirement
  • Extended care costs & how to protect your assets
  • Saving money for your children’s higher education
  • Save for kids’ college or our retirement?
  • Understanding the best places to save money for me
  • Financial planning for blended families
  • Planning specifics for LGBT families
  • When to exercise/sell my RSUs and stock options
  • Exit planning for your business
  • What type of retirement plan is best for my business?
  • How can I retain key employees in my business?
  • Optimizing business succession strategies for a financially clean transition

 

These seminar presentations are for informational and sales purposes only. Neither Artisan Financial Strategies, LLC, nor its advisors provide tax, legal or accounting advice. Seminar presentations are for informational and sales purposes only.