James R. Moyer
" The market will have good days and bad days but my job is to always make sure you can sleep comfortably at night knowing that I am keeping your financial security in check. "
James R. Moyer

James R. Moyer, CFP®, MBA

James has been in the financial services industry since 2013. Prior to joining Schneider Downs, James was an Investment Advisor with a large trust bank, where he developed the skills required to advise the clientele of Schneider Downs Wealth Management Advisors. A former member of the Air National Guard (USAF), James brings a high level of determination and commitment that is proven through how he assists his clients to achieve their financial goals and grow their net worth. Specializing in asset allocation, portfolio construction, and financial planning, his well-rounded capabilities provide him the ability to assist clients in creating investment strategies customized to their specific goals and objectives.

James lives south of Pittsburgh with his wife, Nichole, his three kids, and his dog, Sophie. When he is not tending to the never-ending needs of a toddler, James enjoys golfing and football.

Professional Licenses & Designations



B.S. in Business, Slippery Rock University

M.B.A., Slippery Rock University

Executive Certificate in Financial Planning, Duquesne University

Associate's Degree in Science, Computer Aided Drafting from Pittsburgh Technical College

Memberships and Associations

Board Member, McConnell Trails Home Owners Association

Member of Board of Directors, Veterans Place of Washington Boulevard

Member, Veterans of Foreign Wars (VFW)

Member, Financial Planning Association (FPA)

contact us