Grant W. Moore

Grant Moore serves as a financial advisor in our Rockford, Illinois, headquarters, where he helps individuals nearing or in retirement create tax-efficient cash flow and investment strategies.

Grant holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor^SM (CRPC®), Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans Specialist^SM (CRPS®). His comprehensive approach to financial planning covers wealth transfer and philanthropy, proactive income and estate tax planning, retirement income optimization, insurance analysis, debt management, and education funding.

Involved in the financial industry since 2006, Grant previously was part of Savant’s financial planning team, producing investment analyses, preparing client plans, and coordinating implementation. He also focused on retirement projections.

Grant spent five years teaching undergraduate financial planning and estate planning courses as an adjunct professor at Franklin University in Columbus, Ohio. In 2016, InvestmentNews named him one of the nation’s top 40 financial advisors under age 40. He previously served on the Midwest board of directors for the National Association of Personal Financial Advisors and is a graduate of Leadership Rockford.

A frequent media contributor, Grant has appeared on local television and been quoted in national outlets such as The Wall Street Journal, InvestmentNews, U.S. News & World Report, Bloomberg Businessweek, USA Today, and Consumer Reports. He is also a featured guest on the SiriusXM radio show “Your Money,” hosted by the Wharton School of Business.

Grant graduated cum laude from Marquette University with a bachelor’s degree in finance and economics and a minor in psychology. He earned a Master of Business Administration (MBA) from Marquette and a Master of Science (MS) in personal financial planning, along with the Master Planner Advanced Studies^SM (MPAS®) designation, both from the College for Financial Planning.

Away from work, Grant enjoys traveling, playing golf, coaching his sons’ sports teams, and spending time with his wife, Erin, and their two sons, Landon and Hudson.