The Sorensen Moore Group

The Sorensen Moore Group is a financial planner in Greenville, SC, offering wealth management services tailored to individuals and families seeking long-term financial security. The team specializes in personalized financial planning, investment management, risk mitigation, and legacy preservation, with a focus on helping clients maintain their lifestyle, prepare future generations as responsible stewards of wealth, and uphold personal values across generations. Serving clients throughout the Upstate SC region, the group emphasizes a planning-based approach grounded in deep client understanding and long-term relationship building. Their commitment to quality service is reflected in their recognition as a Forbes Best-in-State Wealth Management Team for 2026.

The Sorensen Moore Group is a family-run advisory team with over 60 years of combined industry experience. Steve Sorensen, CFP, serves as Senior Vice President-Wealth Management and Senior Portfolio Manager, bringing more than three decades of investment and portfolio management expertise to the firm. He began his career in commercial banking with Bank of America in 1988 and later joined Merrill Lynch before transitioning to UBS. A CERTIFIED FINANCIAL PLANNER® professional, Steve leverages a broad range of investment vehicles, including equity securities, fixed income, private equity, private real estate investment trusts, and structured notes, to build customized portfolios aligned with each client’s goals and risk tolerance. In 2015, he brought his niece, Laura Moore, into the firm to strengthen financial planning services, followed by the addition of her husband, Andrew Moore, in early 2025 to lead marketing and business development, creating a multi-generational practice rooted in collaboration and continuity.

Located at Poinsett Plaza on 17 West McBee Avenue in downtown Greenville, the firm occupies a central business address in the heart of the city’s commercial district. The office is situated within a prominent civic and retail complex, easily accessible to residents and professionals throughout the region.

The Sorensen Moore Group maintains a strong online presence with thorough, well-documented business information and a website that search engines read cleanly and efficiently. This ensures consistent visibility and accessibility for clients seeking financial advice. Their digital footprint reflects a high level of professionalism and reliability.

As a trusted financial partner in Greenville, The Sorensen Moore Group combines deep expertise with a personal, client-centered approach, helping families in Upstate SC navigate life’s financial milestones with confidence and clarity.