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We Can Help

The Certified Financial Planners (CFP®) at MFS offer comprehensive, commission-free (fee-only) financial planning and tax services to individuals and business owners. Our professional and fiduciary advice is focused solely on the best interest of our clients.

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Jason Moore is a Registered Investment Advisor in Michigan and California.

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Jason Moore, CFP®, EA

Founder and President

Jason is an industry leader in comprehensive, fee-only financial planning with more than 20 years of experience. Since 1999, he has been committed to providing and expanding family office style comprehensive planning services around the globe.

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Jason is a Certified Financial Planner® and Enrolled Agent with the Internal Revenue Service. He attended Oakland University and received a Bachelor of Science in Finance, with a minor in Economics. ​Jason is also a proud graduate of the Alliance of Cambridge Advisors training program (2001) and the Dale Carnegie Human Growth and Relations Professional course (2010).

 

Jason is currently a member of the National Association of Tax Professionals (NATP) and Financial Planning Association (FPA), and previously served on the Board of Directors of the FPA. Jason also speaks at conferences and professional events.

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Jason lives in Clarkston, Michigan and enjoys spending time with his wife, Carol, and their two sons, Thomas and Finley.

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Sean Ryan CFP®, EA

Senior Financial Advisor

Sean is a Certified Financial Planner® and Enrolled Agent with the Internal Revenue Service. He earned a Bachelor of Science in Finance from Central Michigan University and has worked in the fee-only financial planning industry since June of 2009.

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Sean started his career with Cambridge Connection for four years prior to joining MFS in February of 2013.

Sean Ryan is a Registered Investment Advisor in Michigan.

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Justin Harris

Financial Associate

Justin supports both Jason Moore and Sean Ryan. He earned a B.S in Finance with a minor in Business Economics from Grand Valley State University (GVSU) in 2020. While at GVSU, Justin participated in the Chartered Financial Analyst State Challenge, placing 2nd.

 

Joining Moore Financial Strategies in October 2021, Justin has plans of acquiring his CFP and EA certifications to further help support Jason and Sean as well as gain his own client base.

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