client portalValue-Based Financial Planning
We provide creative and inspired financial planning, retirement planning, and planning for pre-retirees, retirees, federal employees, and business owners throughout D.C., Maryland, New York, and Virginia.
Market Friendly
Planned for Success
Retirement Ready
Satisfaction Guaranteed
Who We Serve
Learn how to be a steward of your finances.
We offer financial planning for clients who want to be in control of their assets, not the other way around. Our clients are passionate about charitable giving, multi-generational planning, and serving their community.
Our Services
We are fiduciaries and independent, fee-based financial advisors.
Every financial plan we create is unique.
Financial Planning Services
We offer comprehensive wealth management and financial planning services to pre-retirees, retirees, federal employees, and business owners.
Risk Management & Insurance
Make sure you’re shielded with our insurance and risk management services, including insurance needs analysis, evaluation of risk exposures, and more.
Investment Planning
We offer investment advice and help develop investing strategies with our clients’ goals and risk level in mind.
Retirement Planning
Retirement is an important milestone and requires diligent planning. We provide retirement planning services, including retirement needs analysis, Social Security maximization, and more.
Not sure where to start?
We’re here to answer your questions. Contact us today to get started!
“Wealth Management is a comprehensive and holistic investment process that integrates the client's long-term goals with financial solutions, using a planning-based and consultative approach.”
Byron Moore
About
Byron Moore - Founder
At Sovereign Wealth Management, our name says it all. We help our clients be in power of their finances, not the other way around. God gave us the power to grow our wealth, and it is our job to serve as stewards of these assets. We believe in creating strong financial foundations and multi-generational wealth.
Through our individualized approach, we help you focus on what truly matters to you, whether that’s faith-based or values-based investing, philanthropic giving, spending more time with family, or being active in your community. Money is just a tool to achieve what you want in life, and we help utilize that tool so you can get the most life out of your assets.
Articles
Articles that might help your journey
Why I Became a Financial Advisor
By Byron Moore Experiencing difficult things in life can hopefully bring about blessings and good, and sometimes
Contact Us
Start Your Financial Plan
We’re here to help you be a steward of your wealth. We can answer your questions about retirement planning and business planning. Contact us today to get started.
