We're excited to share our Summer Series Spotlight.
This initiative gives our Chamber Members the opportunity to answer specific questions, allowing the Brookhaven community to learn more about the products and services they provide.
Meet the Team at Moore Invested!
Pictured from left to right: Kellie Carter, Client Service Manager, Elizabeth Jackson, Trading and Operations Specialist, Tom Moore, Founder, Investment Advisor, Heather Pennington, Chief Marketing Officer
We are a wealth advisory firm based in Atlanta that helps individuals and families grow and manage their wealth through personalized financial planning and investment strategies. We empower our clients to achieve their long-term financial goals.
What's the most important thing you want people to know about your organization?
At Moore Invested, we’re not just managing portfolios—we’re helping build legacies. As a fee-only firm, our commitment to transparency and client-first values means every recommendation is made with your best interest at heart.
Tell us about one of your recent success stories?
Our success stories tend to be around clients reaching some level of financial independence - they finally do not worry about money. We had a client that never thought they would have the assets they currently have that was able to do a massive reno.
What makes your organization different from others like it?
Many firms focus solely on market performance, we focus on people—their goals, values, and long-term vision. We offer a boutique, fee-only experience that emphasizes transparency, trust, and client-first guidance shaping the everyday millionaire.
How does your organization give back?
We actively support charitable initiatives—especially those connected to the game of golf, a sport that mirrors many of our core values: integrity, strategy, and long-term vision. Through sponsoring youth programs and community tournaments.
Share one of your favorite Summer Vacations and why.
One of my favorite summer vacations was playing golf with our son Griffin at the Ocean Course on Kiawah Island, South Carolina. We were joined by our good friends Matt and his son Andrew Forgione. - Tom Moore
What do you like about being a Member of the Brookhaven Chamber?
A new member, Moore Invested is truly inspired by the sense of community, collaboration, and shared vision we’ve already experienced. We’re excited to grow alongside fellow Chamber members, contribute our expertise, and help shape future millionaires.
Have you been to any Brookhaven Chamber events? What has been your favorite?
We are relatively new to the Chamber, but we look forward to attending the networking events and getting to know the membership.
Are you a member of the Brookhaven Chamber? Here's your opportunity be featured in our Summer Series Spotlight?
Click here to learn how you can be the Individual Member Spotlight or Organization Member Spotlight.
