Our Team
With over 60 years of combined industry experience, Fried Mouro Wealth Management strives to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
Fried Mouro Wealth Management is actively involved in the communities we serve. We devote significant time, energy and resources to help create positive change in the areas in which we live and work. Our team is enthusiastically involved with assisting charitable organizations such as The Northwest Cary YMCA, Dorcas Ministries, A Helping Hand, and Habitat for Humanity.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 05, 2025
I'm excited to attend Janney’s Wealth Management Conference in Baltimore—an exceptional opportunity to gain new insights, connect with fellow Janney advisors, leaders, and industry experts, and strengthen my value to my clients. I look forward to learning, collaborating, and sharing key takeaways!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 29, 2025
Market ups and downs don’t have to derail your retirement strategy.
This article outlines three steps to help you stay focused on long-term financial planning goals.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/01/navigating-volatile-markets-during-pre-and-post-retirement
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.