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 Moyer has been in the financial services industry since 2013 and is passionate about helping clients achieve their financial goals with clarity and confidence. Before joining Schneider Downs Wealth Management Advisors, James served as an Investment Advisor at a large trust bank, where he built a strong foundation in investment management and client service that continues to inform his work today.
A former member of the Air National Guard (USAF), James brings a high level of discipline, determination, and commitment to every client relationship. As a fiduciary, he helps clients achieve their financial goals by strengthening their overall balance sheets—saving money through tax‑efficient planning and growing wealth through disciplined, long‑term investment strategies.
James lives south of Pittsburgh with his wife, Nichole, and their three children—Mila, Camden, and Trenton. Outside of work (and the busy life of raising young kids), he enjoys golfing and cheering on his favorite football team, the Pittsburgh Steelers.
CERTIFIED FINANCIAL PLANNER™ Practitioner
A.S. in Computer Aided Drafting, Pittsburgh Technical College
B.S. in Business, Slippery Rock University
M.B.A., Slippery Rock University
Executive Certificate in Financial Planning, Duquesne University
Member, Financial Planning Association (FPA)
Member, Estate Planning Council of Pittsburgh
Member, Bridges Society of the United Way
Board Member, Veterans Leadership Program
Board Member, Heritage Community Initiatives
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