FORBES 2024 Best-in-State Wealth Advisor *

We are honored to announce that Timothy Moran, of Moran & Company, Investment Consulting Group, has been recognized as one of the 2024 Forbes Best-in-State Wealth Advisors.
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Tim Moran, Managing Partner
 Moran and Company, Investment Consulting Group, was founded in 1997 by Timothy R. Moran with his basic philosophy that consistent dialogue and a clear understanding of each client’s needs is crucial to the pursuit of financial goals – and achievement of investment success - in the ever evolving nature of your life. Tim has grown Moran and Company built on the commitment of providing each client with quality advice, thoughtful strategies, and exceptional service at every stage in life – and for generations to come. The Moran team takes pride in a high level of professionalism and standard of ethics.

We believe that our long term relationships result from disciplined investment philosophies and a highly experienced team.


Customized Guidance

At the heart of each client relationship is a fundamental commitment to helping you achieve your life goals. We work in concert with your legal and accounting/tax professionals toward the pursuit of shared goals to secure your financial future. The fact that many of our referrals come from attorneys and accountants is a testament to our collaborative approach.

We’ll help you make informed decisions that fit your expectations and vision for the years ahead. Making the best decisions can only be accomplished by providing you with education, ensuring you have a solid understanding of what we’re doing together, why, and how it benefits you.


Our Services

• Individual Portfolio Management
• Retirement Planning
• IRAs and Roth IRAs
• Estate Planning Strategies
• Investment Planning
• Education Planning
• Asset Management Strategies
• Access to Lending Services through Wells Fargo affiliates




Products and services are offered by bank and non-bank affiliates of Wells Fargo and Company.
*2024 Forbes Best-In-Statte Wealth Advisors.Awarded April 2024 Data compiled by SHOOK Research LLC based on the time period from 6/30/22 -6/30/2023 (Source Forbes.com)The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's insustry experience, interview, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
• 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 
2023:2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 
2022: 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
2021:2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).
2020:2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com)
2019:2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).
2018: 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com).
Criteria Disclosure [to be added to disclosure after the Required Prominent Disclosure; Criteria Language is not a standalone disclosure].
• The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.Self-completed survey was used for rating.This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Moran & Company, Investment Consulting Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NH, OH, PA, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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