Press Release

 
 
Medical Economics Names Shabri Moore in
2010 Best Financial Advisers for Doctors
 
November 23, 2010 ---Frederick, MD In November, Medical Economics magazine named Shabri Moore as one of its 2010 Best Financial Advisers for Doctors*. As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL and an Accredited Investment Fiduciary® (AIF®), Moore has been advising physicians and medical groups in Frederick for the past fourteen years.
 
Long recognized for her business acuity and tax efficient strategies, Moore has assisted individuals and small businesses throughout D.C. metro area.
 
Moore’s AIF® designation permits her to perform as a company’s fiduciary. For some busy medical practices, this is a welcomed service because it allows the medical office to focus on healthcare. “I can manage the investment decision making process for consistency as defined by the standards of the law, regulation and best practices,” said Moore.
 
Moore Wealth senior paraplanner Jane Helm said, “Being named a 2010 Best Financial Adviser for Doctors by a medical journal is an honor for Shabri. I’m glad she is being recognized.”

 

 

 

 

*Standards for inclusion are based upon the following five criteria and inclusion is paid for by the advisor: knowledge and experience including current membership in either the FPA, NAPFA, or NSCHBC; Geography designed to represent a broad geographic range; Fee arrangements for services whereas both fee based and commission advisors are considered; inclusion is limited to advisors who require one million or less as a minimum, or who are flexible about their minimum; Applicants standing will be checked against the national databases of the SEC and FINRA (formerly NASD) for confirmation they have not been found guilty of wrongdoing on a national level.