Steward Partners Expands Legacy Division with Moore's Wealth Management Acquisition

Steward Partners, a prominent employee-owned financial services firm, has recently announced its acquisition of Moore's Wealth Management, furthering its growth trajectory and solidifying its Legacy Division. Based in Gainesville, Georgia, Moore's Wealth Management brings with it an impressive total of $700 million in assets, along with a dedicated team of five financial advisors.

The acquisition is poised to enhance Steward Partners' presence in the Georgia market, particularly with the addition of a new office in Gainesville, led by industry veterans Scott Moore, his sons Chris and Brian Moore, and Mark Peterson. This nine-member team exemplifies the values and customer-centric approach that Steward Partners strives to uphold.

Founded in 2009, Moore's Wealth Management has extensive experience in working with retirees and pre-retirees across North Georgia. The firm's dedication to personalized service, tax-efficient planning, and wealth preservation has empowered clients to navigate their financial futures with confidence. Scott Moore, the founder of the firm, expressed excitement about the merger, noting that the culturally-aligned partnership felt like a perfect fit for both their team and clients.

The leadership within Steward Partners also shares this enthusiasm. Scott Danner, the Executive Vice President and Head of Legacy at Steward Partners, emphasized that the inclusion of Moore's Wealth Management showcases their commitment to intelligent, advisor-focused growth. The Legacy Division is designed to facilitate a smooth transition for established advisory teams exploring succession options while ensuring that their identity and client relationships are respected and preserved.

Through this partnership, Moore's Wealth Management will benefit from the operational support, resources, and scale associated with being part of a national firm without compromising its brand or client relationships. This flexibility is crucial for advisors who are preparing for retirement, managing team transitions, or looking for strategic growth opportunities.

In addition to the leadership team at Moore's Wealth Management, the advisory team includes Isaac Pitt and four supporting staff members, further enriching the expertise available to clients.

Since its inception in 2013, Steward Partners has emerged as one of the fastest-growing independent registered investment advisory (RIA) firms in the industry. The firm received several accolades recently, including a place on USA TODAY's list of Best Financial Advisory Firms for 2025, as well as recognitions in Forbes and InvestmentNews for its outstanding service and performance.

Steward Partners prides itself on delivering exceptional client outcomes through its collaborative approach to wealth management. As of January 2025, the firm reported managing over $40 billion in client assets, underscoring its growth and commitment to excellence in wealth management.

Overall, the acquisition of Moore's Wealth Management by Steward Partners represents a significant step forward in their strategic growth plan. As they continue to align with like-minded professionals who prioritize client outcomes and aim to build a lasting legacy, this partnership reflects a shared vision of delivering exceptional value and service in the financial advisory landscape.

For more information about Steward Partners and their wide range of financial services, visit Steward Partners.