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Kyle Moore, CFP®

START YOUR JOURNEY TOWARD FINANCIAL FREEDOM

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Quarry Hill Advisors Kyle Moore, CFP®
Saint Paul, MN

Serving Clients Nationwide

START YOUR JOURNEY TOWARD FINANCIAL FREEDOM

612.440.0318

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Kyle Moore, CFP®. I started Quarry Hill Advisors with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients' lives, only to find out that the "financial advisor" positions at the big firms were more focused on sales than helping people.

The purpose of Quarry Hill is to provide a better solution for people seeking expert, objective advice. We are now an industry-leading firm helping optimize the financial lives of busy professionals and retirees around the country. As a CERTIFIED FINANCIAL PLANNER™ I am committed to the highest standards of excellence and professionalism in the industry.

Since starting Quarry Hill, I've been recognized as a Top 100 Financial Advisor in the country by Investopedia and one the Best Financial Advisors in Saint Paul, MN by Expertise.

While earning my bachelor's degree from Northwestern University, I earned Academic All-American and Academic All-Big Ten honors as a golf team member. Though I don't conduct client meetings on the golf course, I'd be happy to take you out as friends and play you for money!

While I'm not busy in the office crafting financial plans, I love going on adventures with my wife, Madeline, and two children, Sophie Sue and Graham. Much of my life is within a 3-mile radius in St. Paul, so it's never too hard to find me!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

550 Vandalia St, Suite 311 Saint Paul, MN 55114

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We Provide Fiduciary Financial Advice to Individuals and Families in Saint Paul - Minneapolis MN, and Nationwide. At Quarry Hill Advisors, we help you to manage and align your resources in support of the life you want. We aim to support you in this endeavor through dedicated financial planning and investment management strategies that are personalized to you.

✅ Fiduciary: It only makes sense to work with someone who has committed to acting in your best interest at all times

✅ Transparency: We don't hide anything. Unlike much of Wall Street, we make it easy to understand how we are paid

✅ CFP® Professional: We adhere to the highest practice standards and quality of advice

⭐ Proactive Financial Planning:
The purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most.

Everybody has different goals and values. Our personalized financial planning helps lay the foundation for a lifetime of smart financial decisions that meet your unique needs. We advise on and help manage every aspect of your financial life. This allows us to fix problems before they become problems, as well as identify and take advantage of every opportunity that comes your way.

🏢 Stock Compensation: We help busy professionals in Minnesota and around the country manage their complex financial lives so they can spend more time on what matters most. Company going IPO? Stock Options? Deferred Comp? We'll help you optimize.

🏖️ Retirees: Turning your investments into a reliable income stream while minimizing taxes requires a different set of skills than saving. We specialize in making your retirement transition seamless and stress-free.

⭐ Expert Guidance:
Our focus is not on timing the movements of the market, but on crafting long-term plans to meet your goals.

When it comes to investing, your chief enemy is likely to be yourself. Humans are biologically wired to be poor investors of our own money. Knowing when to act – and when not to act – is the most important aspect of managing an investment portfolio. A proactive, disciplined investment process is vital to ensuring that you capture market returns over the course of your lifetime.

⭐ Evidence-Based Investing:
Investing is more science than art. We adhere to the decades of research performed by Nobel Laureates, not the latest whims of talking heads on CNBC.

We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios and adopting environmentally and socially-conscious strategies for those who want them.

Evidence-based portfolios are low-cost, diversified across the globe, and aim to capture market returns through the use of ETFs, index funds, and other broad market mutual funds.

Education

Northwestern University Bachelor of Arts (B.A.), Communication Studies, Business Institutions Program

Awards and Honors

  • Investopedia: TOP 100 ADVISOR 2019-2021
  • Expertise: TOP 10 ADVISOR IN SAINT PAUL
  • Five Star Wealth Manager: TOP WEALTH MANAGER

Hobbies and Interests

  • Exercising
  • Family
  • Golf
  • Skiing
  • Soccer
  • Traveling
  • Wine
  • Working Out

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Individuals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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