Building a Better Way to Save for Your Kids

Mora Technology (NCC 1701-D Inc) and Mora Financial (Mora Advisors LLC), collectively “Mora”, offers helpful planning software tools, payroll services, compliance filings and investment advisory services. You may use some, all or none of these services. Payroll and software services are provided by Mora Technology. Investment Advisory services are provided by Mora Financial.

Mora Financial (Mora Advisors LLC) is an SEC-registered Investment Advisor (CRD # 333845). You should review our Form ADV and other disclosures before deciding to become a client.

Investing involves risk and there is the potential of losing money when you invest in securities and digital assets. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.

Investments in securities and digital assets are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Before investing, consider your investment objectives and Mora Financials' fees and expenses. Our internet-based advisory services are designed to assist clients in achieving limited, discrete financial goals for their children. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.  

Your custodial Roth IRA, college 529, and other minor-related accounts will be held with Charles Schwab, a leading RIA custodian with over $9 trillion in assets. You own your accounts directly, and may decide to terminate our services at any time. Investment accounts are SIPC-insured up to $500K, and checking accounts are FDIC-insured up to $250K by Schwab. This does not protect your investments from loss of value due to poor investment decisions, market downturns or other risks.

No communication by NCC-1701-D Inc. ("Mora Technology"), or any of its affiliates (collectively, "Mora"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Any material provided is for information purposes only, and is not intended as a recommendation, offer, or solicitation to open a brokerage account, open a retirement plan, engage an investment advisor or engage in any investment strategy. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor's individual circumstances and objectives.