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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Most new college graduates would jump on a job offer with a highly-respected, nationally-known brokerage firm in order to gain valuable experience at the beginning of their career. Perry Moore paused, carefully considered his options, and said “no, thank you” to the only job offer on the table when he graduated from college.

It was a bold move, and one that caused his friends and family some anxiety on his behalf. But Perry knew what he wanted: to work with a firm doing real planning for clients based in a way that put clients interests first. “The job I turned down was basically a sales job,” he says. “I knew I wanted to do so much more than just sell, I wanted to work as a fiduciary adviser and help families live their best life.” So with no other firm job offers on the horizon, he began to study for the CERTIFIED FINANCIAL PLANNER™(CFP) exam. He sat for his CFP exam in March of 2005, joined Payne Wealth Partners in April, and was notified that he had passed his CFP in July. And he’s been here ever since.

“I knew that Payne Wealth Partners would be a good fit for me,” he explains. “There are no hard sales and no cold calling. We are a fee-only firm who signs a fiduciary oath so acting in the best interests of our clients is easy. The best part of this career is seeing the impact our advice has on the lives and legacies of our clients.  It is so rewarding to earn their trust and get to be a 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 and will be most 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 business owners with their unique wealth planning 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 is an Advisory Board Member for eMoney, a wealth-planning system for financial advisors, where he actively participates in the evolution of financial planning technology.

In his spare time, he loves spending time with friends and family and tackling home improvement projects are high on the list. 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.

A Greek proverb says, “A society grows great when old men plant trees in whose shade they know they will never sit in.” As a CERTIFIED FINANCIAL PLANNER™ with Payne Wealth Partners, Perry helps plant the trees of his clients’ financial futures, and that has been his goal from the moment he turned down that first job offer.

My typical weekend…


My most embarrassing moment…


Terry's thoughts on Perry at Payne Wealth Partners…

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
Let’s help clients lead their best life and leave a powerful legacy. Together!  Career Opportunities