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About Us

Our Mission

Our Mission at Moff and Associates is to help our clients reach their individual financial goals. We work with our clients to provide them not only with Retirement planning, tax management, or growing their wealth but to educate and guide them to stay on track with their financial plan at all stages of their lives.

How We
Approach the Work

Most people don't have the time, inclination, or specialized knowledge to manage complex financial decisions on their own. That's not a failing, it's simply reality. Your expertise lies elsewhere, and ours lies in coordinating the moving parts of retirement planning, investment management, tax strategy, and wealth transfer. We work directly with you to understand your specific situation, then build and adjust strategies as your life changes. The relationship doesn't end after the initial plan. We're here when markets shift, when life circumstances evolve, and when new questions arise that require thoughtful answers.

Rooted Locally
Serving Nationally

Our presence in Central Pennsylvania spans four decades, built on reputation and relationships within the community. That local foundation remains central to who we are, even as technology has allowed us to extend our reach across state lines. We now serve clients throughout the country who appreciate working with a firm that prioritizes personal connection over transactional relationships. Whether you're down the street or across the country, the level of attention remains the same.

Our Team of Dedicated Professionals


Jake D. Weber

Jake D. Weber

Financial Advisor / Managing Partner

Jarrett A. Jones CFP®

Jarrett A. Jones CFP®

Managing Partner / Financial Advisor

Brandi Campana

Brandi Campana

Administrative Assistant

Heidi Baker

Heidi Baker

Assistant to Advisor

Sarah Callahan

Receptionist

Our HistoryWe Help You
Plan and Build Success

James Moff founded this practice in 1984 with a straightforward philosophy: people need someone they can trust with their financial future. For nearly four decades, he built a reputation in Central Pennsylvania by developing genuine relationships with clients and taking the time to understand what actually mattered to them. When Jim retired in 2021, Jarrett Jones and Jake Weber took the helm, bringing a fresh perspective while maintaining the foundation Jim established. We continue that same commitment to service and personal connection, now enhanced by evolved strategies and expanded expertise.

Contact UsGet In Touch Here!

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