Perry Moore

N. Perry Moore, CBEC™, CFP®MBA

Family Centered, Home Improvement Guru, Wood Craftsman

Director of Wealth Planning

 

Payne Wealth Partners
601 N Cross Pointe Blvd.
812-477-6221 office
812-602-6306  direct
812-477-0417  fax
npmoore@paynewealthpartners.com

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After graduating from Western Kentucky University in 2004 with a bachelor’s degree in financial planning, Perry knew what he wanted: to work with a financial planning firm that was planning-centric and serving clients as a fiduciary.  He passed his CFP exam in March of 2005, joined Payne Wealth Partners one month later and has been here ever since.

“I knew that Payne Wealth Partners would be a great fit for me,” he explains. “There are no hard sales of financial products and no cold calling. We are a fee-only firm who signs a fiduciary oath for clients, so acting in the best interests of our clients is central to everything we do. The best part of this job is seeing the impact our advice has on the lives of our clients.   By helping our clients make better decisions we help them live their one best life.  It feels good to earn client trust and become part of their story.”

Perry leads the Wealth Planning division at Payne Wealth Partners, which focuses on helping clients relate their wealth to what is important in their lives. He completed Chartered Financial Consultant TM (ChFC) course work, which is a continuation of his CFP® education, in 2007 and in 2011 earned his M.B.A. at the University of Southern Indiana. Perry specializes in helping high net worth families and business owners with their unique wealth planning opportunities and challenges.  He also earned his CERTIFIED BUSINESS EXIT CONSULTANT TM designation through Pinnacle Equity Solutions and leads the business exit planning process with business owner clients.

Outside of the office, Perry spends his time with his friends and family and tackling home improvement projects. Perry is also a woodworker and likes to hunt and fish, although he prefers to spend most of his time making memories with his wife Amanda and children Emma and Ethan.

My typical weekend…


My most embarrassing moment…


Terry's thoughts on Perry at Payne Wealth Partners…

Payne Wealth Partners is ready to help you and your family’s future.

We offer complimentary consultations to understand your needs for your future.

Your complimentary consultation will include:

  • Discovery and verbalization of personal values
  • CFP practitioner to identify potential solutions to better your life
  • Uncovered current costs
  • This field is for validation purposes and should be left unchanged.
Perry Moore August 9, 2012

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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