Charlotte, NC
Retirement planning for Charlotte, NC families.
Jason Moore, CFP®, helps Charlotte-area families coordinate investments, taxes, and Social Security into a single, clear plan for retirement — as a fiduciary, always.
Services
Comprehensive planning for Charlotte retirees.
Every plan is built around your specific goals, coordinating the pieces of retirement that matter most.
Investment Planning
Disciplined portfolio construction and management designed to balance risk and cost while aiming to keep you on track toward your long-term goals.
Retirement Planning
Coordinated income strategies that are designed to potentially turn a lifetime of savings into a sustainable, tax-efficient retirement paycheck.
Tax Planning
Forward-looking strategies aimed at minimizing your immediate and long-term tax burden — coordinated with your CPA whenever possible.
Social Security & Healthcare
Guidance on when to claim benefits, how to coordinate spousal strategies, and how to plan for the cost of healthcare in retirement.
Risk Management
Strategies that address the major insurable risks in retirement aimed at minimizing negative financial scenarios for you and your family.
Estate & Legacy Planning
Aiming to arrange the transition of your estate to honor your priorities while seeking to minimize costs and taxes for your heirs.
Your Advisor
Jason Nix Moore, CFP®
Jason began his career in finance in 2006 after graduating from Appalachian State University. Over 15+ years, he has helped thousands of clients navigate investments, retirement, taxes, and cash flow planning — both before and during retirement. He founded Moore Investment Partners to deliver thoughtful, fiduciary retirement advice built around each client's unique circumstances.
More about JasonOur Office
Serving Charlotte, in person or virtually.
- 3540 Toringdon Way, Suite 200Charlotte, NC
- +1 (704) 980-7645
We proudly serve families throughout Charlotte, NC, Weddington, NC, North Carolina, South Carolina.
Schedule an AppointmentCharlotte retirement planning — common questions
- Where is Moore Investment Partners located in Charlotte?
- Our office is at 3540 Toringdon Way, Suite 200, Charlotte, NC. We work with clients throughout Charlotte and the surrounding Carolinas, in person or virtually.
- Does Jason Moore work with people who are already retired?
- Yes. We work with clients both before and during retirement — coordinating investments, income planning, taxes, and Social Security whether you're still working or already retired.
- Is Moore Investment Partners a fiduciary?
- Yes. As a fiduciary, Jason is legally and ethically obligated to act in your best interest at all times — that obligation guides every recommendation, without exception.
Let's build your retirement plan.
The first conversation is always complimentary — no cost, no obligation.
Schedule an Appointment