About Us
Independent, fee-based fiduciaries committed to values-based wealth management.
Our Story
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.
Our Values
Everything we do is guided by a commitment to integrity, stewardship, and your long-term wellbeing.
Faith & Values
We believe God gave us the power to grow our wealth. Our planning process is rooted in stewardship — helping you align your finances with what matters most to you.
Fiduciary Standard
As independent, fee-based fiduciaries, we are legally and ethically obligated to act in your best interest — always.
Holistic Planning
We look at the full picture: investments, insurance, retirement, taxes, and estate planning — all working together toward your goals.
Community Focus
Our clients are passionate about charitable giving, multi-generational wealth, and serving their communities. We help make that possible.
Byron Moore
Founder & Licensed Financial Advisor
Meet Byron Moore
Byron Moore is the founder of Sovereign Wealth Management and a passionate advocate for values-based financial planning. His journey into financial advising was shaped by personal experience — he understands firsthand how difficult financial decisions can be, and he built Sovereign Wealth to be the kind of firm he wished had existed for his own family.
Byron specializes in serving pre-retirees, retirees, federal employees, and business owners throughout D.C., Maryland, New York, and Virginia. He is committed to helping clients build multi-generational wealth that reflects their deepest values.
Credentials & Licenses
- Registered Representative of Realta Equities, Inc.
- Investment Advisory Representative of Realta Investment Advisors, Inc.
- Licensed in D.C., Maryland, New York, and Virginia
- Member FINRA/SIPC
Who We Serve
We work with individuals and families who want to be intentional about their financial future.
Pre-Retirees
Retirees
Federal Employees
Business Owners
Byron Moore is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Sovereign Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Ready to Take Control of Your Financial Future?
Let's start a conversation about your goals, your values, and how we can build a plan that works for you.
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