Tony Moore - Financial Advisor

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

05/18/2026

One question that changes everything: What do I actually need from my career? 🤔 Author Simone Stolzoff makes the case that until you can answer that, every money decision feels harder than it has to be. Once you know what “enough” means to you, budgeting actually starts to feel freeing. That’s the kind of clarity a solid financial plan can help you find. When you’re ready to start building yours, let’s talk.

04/30/2026

For a lot of buyers, the biggest obstacle isn't finding the right home—it's feeling like the finances aren't there yet. 🏠 But there may be more help available than you realize. Grants, assistance programs, local incentives—most buyers never even look for them. If you want to talk through what's out there and how it fits your bigger picture, I'd love to help.

06/17/2025

Join us on this week’s episode of A Better Way to Money® with Lo Bosworth, former TV personality, wellness entrepreneur and CEO of Love Wellness, to discover how to gain the confidence you need to manage your finances like a pro. https://youtu.be/eGaMTEdNpz4

03/14/2025

Students from Trine University's Capstone program presented yesterday in the Ketner business school. Their project was to evaluate the Northwestern Mutual and the Summit Financial Group internship programs. The students did a fantastic job and shared great insight into both programs.

03/13/2025

I have a great investment opportunity for you to consider. Your career. Come see how working for yourself can make all the difference.

03/11/2025

I am grateful for having had the opportunity to present to the Momco mom's group at Lakewood Park Christian School in Auburn on the basics of financial planning and how faith integrates. I enjoyed being able to serve and educate our community on the importance of financial planning!

01/02/2025

12/27/2024

Summit Financial Group is proud to sponsor Blue Jacket's Fantasy of Lights, the country's largest nonprofit holiday light show whose proceeds benefit those in our community with a barrier to employment. You have through New Year's Eve to attend!