Kathy Moran Wealth Group

06/08/2026

We are honored to continue our support of the Shenandoah Bach Festival for the 2026 season. This annual festival brings together world-class musicians in celebration of the timeless music of Johann Sebastian Bach and other classical composers. Beyond the music itself, the festival enriches our community through education, artistry, and cultural connection. We are grateful to be part of an event that continues to inspire audiences and celebrate the enduring impact of the arts throughout the Shenandoah Valley.

Learn more about the upcoming concerts here:
https://www.svbachfestival.org/

06/05/2026

Peace of mind comes from knowing your affairs are in order. An heir preparation packet helps loved ones navigate key responsibilities with clarity and confidence during a difficult time. Learn what belongs in yours.

raymondjames.com

06/01/2026

Kathy Moran Wealth Group congratulates all 2026 graduates on this momentous milestone. As you step into your next chapter, we wish you continued growth and success in all that lies ahead.

05/25/2026

Today, we pause in remembrance of the brave women and men who gave their lives in service to our country, and reflect on their sacrifice with deep gratitude and respect. Their legacy reminds us of the enduring value of service, commitment, and community.

05/22/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential.

raymondjames.com

05/19/2026

Congratulations to Kathy Moran on once again being named to the Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Women Wealth Advisors lists!

These prestigious recognitions are a testament to Kathy's unwavering dedication, trusted guidance, and commitment to helping clients pursue their financial goals with confidence. We are proud to celebrate this incredible achievement and the lasting impact she continues to make on clients and our community.

05/16/2026

We honor the courage, dedication, and service of the women and men who protect our nation.

We are grateful for their commitment and for the sacrifices made by service members and their families.

We proudly recognize all who serve.

05/13/2026

Last week, the Kathy Moran Wealth Group team attended the Raymond James National Conference in Las Vegas, where we engaged with industry leaders, gained valuable insights, and had a little fun along the way.

We are committed to continuous learning and to bringing the best strategies to our clients every day!

05/10/2026

Today, we celebrate all those who nurture, guide, and support others—mothers, grandmothers, stepmothers, guardians, and those who love us without formal titles.

Wishing a meaningful Mother's Day to all who make a difference in the lives of others.

05/05/2026

This Teacher Appreciation Week, we recognize and thank the educators who inspire growth, build strong foundations, and shape future generations.

At Kathy Moran Wealth Group, we appreciate the lasting impact teachers have on our communities and the values they instill—discipline, curiosity, and a lifelong love of learning. We are grateful for all that you do!