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At Virtus Wealth Management, your Southlake independent financial advisors, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk.

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.


Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

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We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.

Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Who We Help

At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you are working with. We want you to feel educated, empowered, and involved in the planning of your financial future.

Mark Moore, CFP®

Mark Moore, CFP®

Certified Financial Planner™


Mark Moore, CFP® joined Virtus Wealth Management as a financial advisor in 2015. He has over 30 years of financial services experience having worked at Fidelity Investments, Merrill Lynch, and UBS Financial Services before joining Virtus Wealth Management. Mark’s passion is financial planning. He understands that every client has unique financial goals and dreams and deserves a financial plan just as unique.

Mark graduated from The University of Mississippi with a BA in Biological Sciences and The University of Dallas with an MBA in Financial Services. He went on to serve as an adjunct professor at The University of Dallas Graduate School of Management teaching an introduction to financial planning course. Mark and his wife, Carrie, live in Keller, Texas. They are proud of their two beautiful daughters, Mandy and Maggie. The Moore’s are members of The First United Methodist Church of Keller and are all PADI certified open water scuba divers.

Mark Moore earned the CFP® CERTIFIED FINANCIAL PLANNER designation for his work as a financial advisor. He holds the Series 7, 8, 24, 31 and 63 registrations with LPL Financial, and 65 registration with Good Life Advisors, LLC, as well as the Texas Group 1 Life Insurance License.

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