For us, helping with your finances is not just about managing money. It’s about equipping you with the tools to make wise financial decisions for a lifetime.
Byron Moore is the CEO of Sovereign Wealth Management, an independent financial planning firm that serves clients in D.C., Virginia, and Maryland. In his role, he enjoys the flexibility of being able to serve clients with customized solutions. Before founding Sovereign Wealth Management, Byron’s experience in the financial industry included working at larger firms, including serving as Vice President at Capital One. He has always wanted to own his own firm and enjoys educating his clients and helping them be stewards of their finances. He finds satisfaction in prioritizing his clients’ best interest with no conflicts of interest. Byron believes that money can make you happy, but God gives you joy.
Byron has been a financial advisor for over 20 years and thrives on making an impact in his clients’ lives. He specializes in working with individuals and business owners who are in the mid-to-late growth stage and focused on preservation and smart money management. Outside of the office, Byron enjoys hiking, biking, watching sports, spending time with family, and donating his time to charitable causes. Byron is a native-born Liberian from Monrovia, and he and Divinity sponsor a School for the Blind Orphanage, for which they provide clothes, food, musical instruments, and advanced learning devices. They also visit regularly to help them be as productive and self-sufficient as possible.
Whether it’s investing in socially responsible funds, planning for retirement, or managing debt, we’ll offer expert guidance and support to help you navigate the complex world of personal finance. With us by your side, you can feel confident you’re making informed financial decisions that are in line with your values and designed to help you pursue your long-term goals with confidence.
Byron Moore is the consummate financial professional, and I would recommend his services to anyone in need of sound advice. I met Mr. Moore during the course of executing a routine funds transfer at my local bank branch…. As he examined my paperwork, Mr. Moore suggested that the transaction I was requesting might not be the best action to take…. The resulting advice he provided rescued me from a potentially disastrous outcome. I found Mr. Moore to be honest, trustworthy, and a valuable advisor.
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.
Byron Moore is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Sovereign Wealth Management. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Coastal Insurance Services, which consist of several affiliated insurance agencies.