5 /5 William Barchuk: In 1999, I first became aware of the work of Gary Moore, who was mentored by the legendary financial manager, Sir John Templeton. Through his writing, Gary introduced me to the principles of ethical investing, which really resonated with me. I began working with one of Gary’s associates, who shared a similar outlook on investing. When this individual left the financial services business, I began working with Gary directly, and when Gary retired, with Garrett and his company, Moore Financial Management, Inc.
It is a pleasure and a privilege working with Garrett. He is a respectful and conscientious investment advisor and ensures that we meet periodically so he can best understand my evolving investment needs. He adheres to the principles of ethical investing and has introduced me to some wonderful socially responsible mutual funds. Garrett has provided sage advice on utilizing my company’s 401(k) plan and corporate stock program, and has reviewed my tax returns on several occasions, coming up with two very innovative strategies to reduce my tax burden. He is not easily alarmed by market fluctuations, so I fully trust him when he occasionally advises adjusting my investment portfolio.
I can recommend Garrett without hesitation as an approachable and capable financial advisor.