Meet Tim

INVESTMENT ADVISOR with CORE PLANNING, LLC

Tim Moore is an investment advisor with Core Planning, LLC, a full-service registered investment advisor based in St. Louis, Missouri. Tim is passionate about helping people succeed in their personal finances.

His professional career has spanned a wide range of functions within local church ministry. In addition to serving families as an investment advisor, he also has the privilege of serving as an Executive Director of Finance for his church in the St. Louis area. He’s also had the privilege of leading Dave Ramsey’s Financial Peace University classes as well as provided 1:1 budget coaching for families.

He loves working with families both young and old, and is honored to be considered a partner in their financial success. His approach is that of a teacher, he doesn’t believe people make good decisions investing in things they don’t understand. He takes the time to do the research, consider all unique circumstances of the individual, and patiently walk them through investment choices custom-tailored to their needs.

Tim also hosts a weekly YouTube series on personal finance topics & tips, market updates and other items front-of-mind to all investors.

Let me help you on your journey.

Areas of Focus

STRATEGY • FOCUS • PARTNERSHIP

There are many options when it comes to financial advisors. What sets Tim apart is his mission to help people achieve financial freedom, and teach them about the principles that can make a real difference for their future. You’re not just a number or the certain dollar amount you can invest today. It’s about your future and your potential. Here are just a few of the areas of focus Tim can offer you:

RETIREMENT PLANNING
COLLEGE SAVINGS
ESTATE PLANNING
INSTITUTIONAL INVESTING

Financial Resources

VIDEOS • HELPFUL ARTICLES

Why Should I Use a Financial Advisor?

March 23, 2021

In this article, Tim talks about the reasons you SHOULD and SHOULD NOT hire a financial professional to help you create a plan and manage your investments. The reasons may surprise you.

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Should You Be Getting a Big Tax Refund?

March 8, 2021

In this article, Tim shares his thoughts on a recent CNBC article about how people are viewing their upcoming 2020 tax returns, and how many Americans need a mindset shift when it comes to their view of tax refunds.

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Market Update February 2021 – learning how to read monthly candle charts and moving averages

February 28, 2021

In the first of a series of market updates, Tim looks at the monthly candle of $SPY (The S&P 500 ETF) and takes us through the importance of tracking price action and moving averages.

Don’t do this with your retirement account! Learning from my mistakes with investing.

February 23, 2021

Have you ever made a mistake with money? Sure, we all have. In this video, Tim shares a story about a mistake he made with his 401(k) account when he was going through a tough time, and how that decision affected his long term outlook and positions. Behavioral finance is a powerful aspect of investing, and a qualified investment advisor can keep you from making poor decisions like the one Tim made.

What does investing look like in your 20’s, 30’s, 40’s, 50’s & 60’s?

February 8, 2021

Have you ever wondered what your portfolio should look like throughout your lifetime? Are you worried because you haven’t started saving for retirement yet? In this video, Tim shares his thoughts about the different stages and cycles of investing, and how you should approach each decade. He also shares encouragement for “late-starters” about ways to catch up on their investments.

The GameStop & Meme Stock Phenomenon

January 30, 2021

What a week it has been in the market! In this first of a series of new videos, Tim shares his insights on the current state of the stock market, including Gamestop and the Reddit phenomenon. Should you care? What does it mean to “short” a stock?

Let me be your partner in planning your financial future

YOUR FUTURE IS WAITING ON YOUR NEXT STEP

I’d love to schedule a quick call to assess your current needs and share with you what kind of advisory services we can offer. The following information will help me best serve you, so please complete the form below and I will be in touch with you within one (1) business day.

    What areas do you want to focus on? (check all that apply)
    RetirementCollege SavingsFinancial PlanningEstate PlanningInstitutional InvestingOther