Moyer Group Wealth Management of Raymond James

05/29/2026

🎓 Did you know May 29th is National 529 Day?

A 529 plan is more than just a college fund—it’s a smart, flexible way to invest in your child’s future with major tax perks.

From summer vibes to serious savings, we break it down in our latest video. ☀️👨‍👩‍👧‍👦

🎬 Watch now & see how a 529 can fit into your family’s future.

If you’re ready to take that next step, the link to connect with us is in the comments!

05/29/2026

Happy Birthday, Ryan!
We hope today brings plenty of joy and the year ahead brings continued success and exciting moments. So glad you're one of us!

05/25/2026

Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country. Their courage and legacy will never be forgotten.

Please note: Our office is closed today, Monday, May 25th, 2026.

We will reopen on Tuesday and look forward to connecting with you then.

Wishing everyone a safe and meaningful Memorial Day.

05/22/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

05/18/2026

Big congratulations to Ryan on earning his Private Wealth Advisor (PWA) designation from Raymond James!

This designation represents a deep commitment to supporting clients with complex financial goals—through tailored strategies, thoughtful guidance, and a genuine dedication to their success.

We see firsthand the level of care Ryan brings to his clients, and this recognition is a reflection of that continued investment in serving them at the highest level.

We're proud to have him on our team—join us in celebrating this achievement!

05/15/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/12/2026

Choosing a financial advisor isn’t just about experience - it’s about trust.

In this video, Adam shares what led him to wealth management, why relationships matter so much in his work, and how his background in banking shaped the way he shows up for clients today.

This isn’t about titles or credentials. It’s about listening, consistency, and doing the work the right way, especially when it matters most.

If you’re curious about who Adam is and how he approaches working with clients, this is a great place to start.

If you’re ready to have that conversation, or know someone who could benefit - connect with me through the link in the comments.

05/05/2026

Happy Birthday, Michelle!
We hope today brings plenty of joy and the year ahead brings continued success and exciting moments. So glad you're one of us!

05/04/2026

Planning ahead doesn't have to be overwhelming.

As my client, you receive complimentary access to Everplans – a secure, organized way to store and share everything from financial accounts and insurance policies to family wishes and memories. It's all about making life easier for you today and for your loved ones tomorrow.

Interested in getting started with Everplans? Contact me to learn more.
https://www.raymondjamesconnect.com/afOV3y

04/22/2026

This Earth Day, let's celebrate our extraordinary planet and commit to small actions that make a big difference.

04/22/2026

Behind every great client experience is someone pouring intention and care into every detail!

On Administrative Professionals Day, we want to celebrate the people who make our team — and our clients' days — run smoothly.

These are the friendly faces and voices who handle the details, field every question with care, and go above and beyond every single day without being asked. Their dedication is the foundation our work is built on, and we're grateful every single day.

If you've ever felt that extra care when you called our office or received a timely, thoughtful response — you have our admin team to thank!