Moyer Group Wealth Management of Raymond James

10/15/2026

Your family's financial safety matters. With EverSafe®, my clients can monitor all accounts, across all institutions, from one dashboard. EverSafe's unique "trusted advocate" feature adds an extra layer of protection allowing loved ones to help guard against fraud and financial abuse. Ask me about EverSafe.

Raymond James is not affiliated with EverSafe®

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10/12/2026

Habitat for Humanity of Southeast Ohio's Project Playhouse is one of those special events that reminds us just how much good can happen when a community comes together.

We were fortunate to have a dedicated team helping bring this year's playhouse to life. A special thank you to Ashley Moyer Interior Design, along with Mark and Kim Moyer, for the countless hours spent planning, organizing, and preparing for the project.

We also want to recognize the Habitat for Humanity of Southeast Ohio team, whose careful planning and coordination made it possible to transform a pile of boards and nails into a beautifully finished playhouse in just one day.

Together, Project Playhouse raised $50,000 to support Habitat's mission. And that mission goes far beyond playhouses. Habitat works to help families achieve affordable homeownership, build stability, and create brighter futures. At its heart, Habitat isn't just building houses. It's building hope.

Our Moyer Group Wealth Management team was honored to play a small part in the project.
But the real highlight came at the end.

When one of the girls finally got to see her new playhouse, all of the planning and hard work came to life. She quickly began serving ice cream to the volunteers from her new ice cream parlor and was talking about showing everything to her little sister later.

Seeing her face light up was the true reward for everyone involved and the cherry on top of an unforgettable day.
Days like this remind us how fortunate we are to live in a community where people are always willing to come together to help others!

Watch the WHIZ News story about the day:
https://www.whiznews.com/project-playhouse-raised-50000-for-habitat-for-humanity-seo/

Interested in being part of Project Playhouse next year?
https://habitatseo.org/get-involved/inyourcommunity/muskingum-morgan-noble-county/muskingum-county-project-playhouse.html

10/08/2026

By your 40s, retirement starts to move from “someday” to something you can begin picturing.

That’s often when the questions get more serious:
Am I saving enough?
What should I do with old retirement accounts?
Should I be using traditional or Roth savings?
Could my HSA play a bigger role?

Retirement planning isn’t only about building the largest possible balance. It’s also about creating options for how you may eventually take income and manage taxes.

The good news is that you still have time to make adjustments.

Connect with us if you’d like to see where your current path may be taking you.

10/02/2026

Continuing education is important to our team, and Beau recently had the opportunity to attend the 2026 NARO East Convention (National Association of Royalty Owners).

During the convention, Beau learned from industry experts and attended educational sessions focused on oil, gas, and minerals management. The experience provided valuable insights into the unique opportunities and challenges that mineral and royalty owners face.

One of Beau's biggest takeaways was the importance of working with trusted professionals who understand the complexities of this area. Whether it's an attorney, CPA, mineral appraiser, wealth manager, or another specialized professional, having the right team of experts can make all the difference.

We are grateful for opportunities like these that allow us to continue learning and growing so we can better serve our clients. Beau is excited to bring this knowledge back to our team and be an even stronger resource for individuals and families navigating mineral and royalty ownership.

If you have questions about your own mineral or royalty interests, or know someone who could benefit from guidance, we'd be happy to help. Even if we aren't the right resource, we're always glad to help connect people with professionals who can point them in the right direction.

09/18/2026

We were proud to support and attend the Women - A Force in Business Networking Event and celebrate the remarkable women who are making an impact across the Berkeley County business community.

As co-chairs of this year's event, we were excited to partner with Bayer HFCU to help bring together an afternoon filled with meaningful networking, professional development, and encouragement. We were inspired by Dr. Sarah Minter of Novant Health, whose message on prioritizing mental and physical well-being while supporting those around us resonated with everyone in attendance.

This event would not have been possible without the support of our incredible partners and sponsors. A special thank you to Berkeley Chamber of Commerce, Novant Health, Swamp Fox Agency, DoubleTree Summerville Nexton, and Tatted & Tart for helping make the day such a success.

Thank you to the sponsors, nonprofit partners, volunteers, and attendees who joined us. We look forward to continuing to support opportunities that empower women to grow, connect, lead, and thrive!

09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

09/10/2026

You saved for retirement so you could enjoy it.

But after decades of watching every dollar, spending can feel surprisingly uncomfortable. You may be able to afford the home project, the newer vehicle, or the family vacation and still find yourself asking, “But what if?”
That’s where thoughtful planning can help.

When you understand what your savings may reasonably support, you can make those decisions with more confidence and less guilt.

You did the work. You saved. You planned.

Now it may be time to take the trip, make the memories, and enjoy what you spent a lifetime building.

Connect with our team if you’d like to talk through what your retirement plan may support.

09/09/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

raymondjames.com

09/07/2026

This Labor Day, we celebrate the dedication, perseverance, and hard work that help turn dreams into reality.

Whether you're enjoying time with family, friends, or simply taking a well-earned break, we wish you a wonderful holiday weekend.

Happy Labor Day from The Moyer Group!

09/03/2026

Happy Birthday, Adam!
We hope today brings plenty of joy and the year ahead brings continued success and exciting moments. So glad you're one of us!