About
A career built on putting clients first.
Moore Investment Partners was founded on a simple idea: every family deserves clear, unbiased retirement guidance from an advisor who is legally bound to act in their best interest.
Founder & Owner
Jason Nix Moore, CFP®
Jason began his career in finance in 2006 after graduating from Appalachian State University. In the years since, he has helped thousands of clients navigate the nuances of investments, retirement, taxes, and cash flow planning — both before and during retirement.
He founded Moore Investment Partners with one goal in mind: to deliver thoughtful, fiduciary retirement advice that is built around each client's unique circumstances. No products to push. No sales quotas to hit. Just honest planning and a long-term partnership.
When he isn't helping clients prepare for retirement, Jason enjoys spending time with his wife and two children in Weddington, NC.
Our Philosophy
"Not everyone needs a financial advisor, but everyone should have a plan for retirement."
As a fiduciary, I am obligated to put my client's best interests first. That obligation isn't a marketing line — it shapes every recommendation, every meeting, and every decision we make on your behalf.
A comprehensive retirement plan is the cornerstone of every client relationship. We start by listening — to your goals, your concerns, and the things you've worked your whole life to protect. Then we build a roadmap aimed at giving you the clarity to retire on your own terms.
Why MIP
A relationship, not a transaction.
- ✓Fiduciary, always.Legally and ethically bound to act in your best interest — no exceptions.
- ✓Independent advice.No proprietary products. No commission-driven recommendations.
- ✓Comprehensive in scope.Investments, taxes, Social Security, insurance, and estate — coordinated as one plan.
- ✓Local to Charlotte.Personal, in-person service for families across the Carolinas.
Let's start a conversation.
The first conversation is always complimentary — no pressure, no obligation.