Cummer/Moyers provides a full range of financial investment services designed to help you accomplish your uniquely individual investment goals. We offer daily, senior-level asset management; exceptionally responsive customer service; and investment strategies designed to promote long-term asset growth while seeking to reduce excess volatility. We are unlike a traditional Investment Advisor firm in that our in-depth research, cutting-edge account management and client communication all take advantage of the technology of the Internet.

As a Registered Investment Advisor and fee-based Money Manager, we work with you to develop an investment approach that fits your goals with our capabilities. There's no sales pressure and no conflict of interest. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.

Advisory
Cummer/Moyers strategy focuses on investment vehicles that offer real relative value.

Financial
An array of financial planning services

Estate
Estate Planning and your family is all about handling legal and tax issues regarding your family's estates, setting up trusts, and making sure assets are passed on according to your intentions.

Tax Advantage
No matter what your financial goals, it is important to match those goals with an appropriate investment vehicle.

Insurance
Nursing homes and the outside help required for care at home are expensive and can quickly exhaust your retirement income, your savings, and your assets.