Meet the founder of Wealth & Prosperity Financial Services LLC — dedicated to empowering families and entrepreneurs through clarity, protection, and strategic growth.
“I believe that everyone—from a multi-million dollar company to a family planning for retirement—deserves a clear financial roadmap. My mission is to take the complex systems I’ve mastered over 30 years and make them work for you.”
Cynthia Moore, EA, MS
Certified Financial Fiduciary®
The Professional Foundation
An Enrolled Agent (EA) with a Master of Science in Accounting & Information Systems and decades of experience in executive-level management, I have spent my career in the “engine room” of business. I’ve trained, designed, implemented, and prepared audit-ready financial structures for five-figure ($10,000) to nine-figure ($500,000,000+) companies and government agencies, and taught Financial Management and Managerial Accounting as an Adjunct Faculty member among many high-level technical courses nationwide.
But I realized that while corporations have “architects” to design their success, average individuals and small business owners are often left to navigate complex tax, insurance, and retirement decisions alone. I founded Wealth & Prosperity Financial Services LLC to change that.
My Commitment to Stewardship
My work is rooted in the community because I believe that strong systems build strong lives. Whether I am teaching financial literacy to foster youth, hosting Medicare workshops for seniors and churches, or helping a neighbor master their first household budget, I lead with education, not commissions.
This commitment to service extends into my civic life. I am proud to serve on the Board of Directors for a regional shelter, as a Board Member for my HOA and Officer of Elections. My dedication to our community’s safety and integrity is further reflected in my training for the community’s Emergency Response Team. I use my “systems” background to break down complicated financial jargon into clear, actionable steps that empower you to take control of your legacy.
The Strategic Bridge
Today, I operate at the intersection of enterprise-level strategy and personal financial empowerment. Through Software Technology Resources, I continue to provide technical accounting solutions and audit readiness for organizations. Through Wealth & Prosperity, I bring that same high-level rigor to the people who need it most—ensuring that your financial journey is built on a foundation of integrity, clarity, and long-term strength.
Meet Our Team
A collaborative approach to serving individuals, families, and businesses with excellence.
Cynthia Moore, EA Chief Executive Officer
LaToyia Harris, Executive Vice President
Our Mission
To empower families and entrepreneurs with the clarity, protection, and strategic systems they need to build and sustain generational wealth. We are especially committed to serving communities that have historically lacked access to financial education and strategic guidance.
Our Vision
To be the premier holistic financial partner where every client feels secure in their legacy and confident in their financial future.
Foster Youth Empowerment Program
We are developing a specialized financial literacy curriculum for transition-age foster youth (ages 16–21) to support the move toward independent living. Topics include budgeting basics, first paycheck planning, credit fundamentals, identity protection, and building financial confidence.
Partner With us to Launch
We are actively seeking partnerships with foster care agencies, social workers, churches, and community advocates in the Richmond, Chesterfield, and surrounding areas. We provide the curriculum and facilitation—our goal is to partner with organizations that can connect us with the youth who need this most.
If your organization serves transition-age youth, we would love to schedule a brief partnership call.
Professional Standards You Can Count On
Licensed Protection Specialist
Licensed in Virginia and Maryland for Life, Health, Medicare, Annuities, Property & Casualty, and Professional Liability Insurance. I provide the specialized coverage needed to shield assets and your future.
Enrolled Agent Expertise
As an Enrolled Agent (EA) admitted to practice before the IRS, I maintain rigorous standards of tax knowledge, ethics, and continuing education. Clients receive professional tax preparation, compliance support, and strategic guidance grounded in accuracy, integrity, and long-term planning.
Enrolled Agent (EA) – Admitted to practice before the IRS.
Community-Focused
Based in Virginia, I am proud to serve the Richmond, Chesterfield, and surrounding areas as a Mobile and Electronic Notary, ensuring your most important documents are handled with integrity. We have other team members located and licensed in other states to handle your needs.
Secure, Private, and Virtual-First
We take your data security seriously. All active clients are provided with a private, bank-grade encrypted Encyro portal for the safe transfer of sensitive tax and legal documents. By moving away from standard email, we help ensure your financial information remains protected and confidential throughout our advisory process.
Our Philosophy
We don’t just offer services; we offer a system. Through our C.L.E.A.R. Money Method, we focus on:
- Clarity in your current financial standing
- Actionable tax and business planning
- Legacy-focused protection strategies
- Results that build generational wealth
- Empowerment through education
Let’s Build Your Legacy Together
You’ve worked hard for what you have. Let’s make sure it is protected and positioned for growth.
Our Commitment
We guide every client with clarity, compassion, and strategic insight — empowering each step of their financial journey.
✓ Access expert financial advice tailored to your needs.
✓ Learn how to create lasting wealth for generations.