Hudock Moyer Wealth Management

Business Philosophy Our goal is to provide each client with quality advice, sound results and exceptional service at every stage in life, and for generations to come.  Our select clientèle includes affluent individuals and families, successful businesses and foundations.

At Hudock Moyer Wealth Management, we help successful individuals and families create, execute and monitor life plans.  These plans include the setting and monitoring of retirement goals, planning for educating children and/or grandchildren, plans for transitioning wealth most effectively to families and other heirs, and establishing philanthropic legacies.  These core components are combined with many other unique planning tools that allow us to tailor our efforts to the needs of the individual client.

Our core purpose is to help you live your life in the best way you can without undue financial sacrifice or overexposure to risk.  Steven R. Covey, a noted author and business consultant, observed that many people spend their lives and careers climbing ladders of success, only to discover that they have their ladders against the wrong wall.  We work in tandem with the client to help make sure the ladder is against the right wall, and then to develop a strategic plan and assemble the right people, so that clients may achieve their own definition of success and fulfillment.

Portfolio performance, client service and satisfaction are the primary business objectives of Hudock Moyer team members, who have over 165 years of total experience in the industry. Hudock Moyer Wealth Management has approximately three hundred eighty-five million dollars ($385,000,000)¹ in assets under management.

¹As of 10/30/2007

Criteria for Barron’s Winner’s Circle was based on more than 7,000 filtered nominations from over 80 investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.