Broker Check

531 East Market Street, Celina, OH 45822-1823

mhc@moormanharting.com

Our Approach

A Time-Tested Approach To Reaching Your Goals

At Moorman, Harting & Company, we take the time to understand your story, your values, and your goals so we can build strategies that truly fit your life. Our integrated approach, rooted in decades of experience, helps simplify complexity and bring financial confidence and clarity.

Start With What Matters Most

Start With What Matters Most

Your financial plan should reflect what you care about most—family, faith, community, security, or opportunity. So we begin by listening. By uncovering your values and your unique approach to risk, we can align your plan with what truly drives your decisions.

Define The Goals That Move You Forward

Define The Goals That Move You Forward

Once we know what matters, we work with you to turn those values into clear, actionable goals. Whether preparing for retirement, expanding your business, or planning a legacy, we help chart a path forward with confidence and intention.

Bring Clarity To Where You Stand Today

Bring Clarity To Where You Stand Today

Before building your plan, we take a careful look at your current financial picture. From tax returns and investment accounts to payroll and retirement plans, we uncover opportunities, minimize risks, and create a foundation you can build on.

Tailored Plans That Evolve With You

Tailored Plans That Evolve With You

No two families, no two businesses, and no two retirements look alike. That’s why your plan will be tailored to your unique circumstances and designed to adapt as life—and your financial landscape—changes.

A Partner For Every Life Stage

From your first job to your final paycheck from work, we’re here for it all. With us, you’ll always have a reliable partner to guide you forward.

Starting Out On Your Journey

Starting Out On Your Journey

Growing Your Wealth And Family

Growing Your Wealth And Family

Nearing Or Planning To Retire

Nearing Or Planning To Retire

Enjoying Retirement Life

Enjoying Retirement Life

Let’s Take The Next Step Together

Financial clarity begins with a conversation. Our team is ready to meet with you to discuss how we can help you live well today while building for tomorrow.

Schedule A Meeting

People Also Ask

You might have questions about our firm’s approach to planning. Here are our answers to some of the most common ones we’ve heard.

  • We combine tax, accounting, payroll, and wealth management under one roof. That integration means we see the whole picture and deliver advice that aligns every part of your financial life.

  • No. We serve a wide range of clients, from families with modest portfolios to business owners with multi-million-dollar enterprises. What matters most is that you want a partner to help you plan with clarity.

  • We start with your values, define your goals, review your current situation, and then craft a plan designed just for you. Then, as life inevitably changes, we update the plan as your needs evolve.

  • With a multigenerational, team-based structure, you’re never relying on one advisor alone. You gain continuity, well-rounded experience, and confidence that we’ll be here for the long haul.

  • Yes. From tax planning and payroll services to retirement consulting and wealth strategies, we bring business and personal financial guidance together, so you don’t have to juggle communication between multiple advisors.

Our Approach

We evaluate all of your financial concerns, then seamlessly integrate our solutions to address them.

How We Help

Who We Serve

We serve individuals, families, and business owners across West Central Ohio, helping them reach their goals.

See All Clients

Our Process

We take structured steps forward so you always have a clear picture of where you are and what’s next. 

Discover The Steps