Jeff Moorhouse

Jeff is a Certified Financial Planner and owner of Moorhouse Financial Wealth Management Group serving clients on the South Coast for over 30 years. Additionally, Jeff is a Certified Plan Fiduciary Advisor and has earned the credentials and demonstrated the expertise required to help plan fiduciaries manage their fiduciary roles and responsibilities.

As a Certified Exit Planning Advisor, Jeff is equipped with the training, skills, and tools needed to strengthen his relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the CEPA credentialing program, Jeff holistically plans for your life outside of your business while successfully building significant value in your organization prior to any exit strategy. Not only will he help you effectively grow and eventually transition your business, but he will advise you on personal financial matters.