Steward Partners, a US-based advisory firm, has announced the acquisition of Moore’s Wealth Management for an undisclosed price.
The deal enables Steward Partners to incorporate five experienced financial advisers and $700m in assets into its legacy business division.
This move enhances Steward Partners’ presence in Georgia through the addition of a new office in Gainesville.
The Moore’s Wealth Management team, established in 2009, is led by Scott Moore along with his sons Chris and Brian Moore, and Mark Peterson. The team of nine now operates under Steward Partners, continuing its mission to assist retirees and pre-retirees in North Georgia with tailored retirement strategies.
The firm focuses on tax-efficient planning, wealth preservation, and personalised client service.
Steward Partners executive vice president and legacy head Scott Danner said: “The addition of Moore’s Wealth Management to our Legacy Division reflects Steward Partners’ ongoing commitment to thoughtful, adviser-centred growth.
“Our legacy division was built to provide a seamless path for successful teams navigating succession planning, and the partnership with Moore’s Wealth Management is a perfect example of how we can preserve a firm’s identity while offering the support, scale, and continuity of a national platform.”
Steward Partners, founded in 2013, is an independent financial services firm that is employee-owned. It provides wealth management services to families, businesses, and multigenerational investors.
The legacy division specifically caters to established advisory teams seeking succession solutions while preserving their brand and client relationships. This division offers a flexible structure that supports advisers’ identity while benefiting from the resources of a national firm.
Financial adviser Isaac Pitt and four supporting staff members join Scott Moore’s team at Steward Partners. The integration aims to facilitate client continuity and enhance service delivery for advisors planning retirement, transitions, or strategic growth.
Moore said: “Joining Steward Partners felt like the natural next step for our team and our clients.
“What stood out most was the firm’s family-oriented culture and its unwavering commitment to doing what’s right—for both its advisors and the clients we serve.
“Jim, Hy and the entire leadership team share a clear vision for the future, and they’re nimble enough to make smart, strategic decisions quickly. We’re especially excited to join a team of like-minded advisors who are aligned and moving in the same direction.”
