Philip Moran

We are in independent investment firm which allows us to work in the best interests of our clients.

Our clients receive unbiased recommendations and impartial guidance based directly on their needs and goals. We specialize in tactical investment management and retirement planning. We create portfolios to produce the income and growth that power people to and through retirement. We help people with tactical investment management, stock option strategies, retirement and income planning. We design retirement plans that benefit business owners. I earned an MBA from SMU Cox School of Business and a BS in Engineering from the University of Kansas. My articles on retirement plans, investing, and college savings have appeared in professional publications.