MOYER FINANCIALS LLC

Overview

Moyer Financials LLC is a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. Its advisory offering is structured to accommodate different billing preferences — the firm reports charging a percentage of assets under management, hourly fees, and fixed fees. The firm is not identified as a capital allocator and is not designated as an active ESG investor. Service activity is concentrated on traditional financial planning and discretionary or non-discretionary portfolio management for individual and small-business clients. Moyer Financials LLC lists an industry affiliation with an accountant, which suggests a practice that may integrate tax-aware planning or work closely with accounting professionals, though specific service integrations are not detailed. Regulatory and operational descriptors are limited in the available data: the firm is not marked as a multistate adviser, is not a pension consultant, and is not reported as a related adviser to another registered entity. The firm is not newly formed according to the snapshot, and the year of SEC registration is not provided.