Steven T. Moyer, CFP®, ChFC®, CKA®

Director of Planning Administration
Steven T. Moyer, CFP®, ChFC®, CKA® is responsible for developing financial plans for executive clients, along with providing lead advice to the firm’s Executive Planning Services and Financial Independence Planning Services clients. He seeks to help clients achieve their goals with confidence through planning, coordinating and delivering comprehensive financial services. Steve joined SFG Wealth Planning to maximize his ability to impact others by leveraging his gifts and talents. His commitment to excellence and integrity drive him to put client needs first through humble service and lifetime learning. He holds the Certified Financial Planner®, Chartered Financial Consultant® and Certified Kingdom Advisor® professional designations. In addition, he graduated magna cum laude from Temple University with a bachelor’s degree in finance and real estate.

Let's Get Acquainted

We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.

Main Office


Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

Contact Us


Contact | Privacy Statement | Disclaimer
SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex