John Moriarty

John E. Moriarty is the founder and president of e3 ConsultantsGROUP, where he has focused on becoming an entrepreneur in the wealth management industry since 1995. In his 30+ years in the financial services industry, several companies have been created to provide a wde array of services to clients:

e3 Wealth, e3 Tax, e3 Family Office and Transce3nd RIA.

BUSINESS STATISTICS

• Collective entities have over $1.4 Billion in Assets Under Care (AUC)
• Serve 3,000+ securities clients (individuals, families, business owners, entrepreneurs, and professional investors)
• Serve 1,000 tax clients with over 100 clients engaged in our Wealth & Tax Professional Services (WTPS) agreements
• Team of 75 advisors and staff across all entities located in multiple locations. Two main locations are St. Louis, Missouri and Buda, Texas (outside of Austin)

AREAS OF ENGAGEMENT

• Income Tax Compliance
• Due Diligence on Private Investment Alternatives
• Tax Mitigation Strategies
• Building a Client’s Financial Team
• Asset Class Determination
• Investment Criteria
• Entity Structure
• Asset Protection
• Business Financing/Exit Planning
• Estate Planning

John is an investment advisor representative in the State of Missouri and holds to designations: Chartered Private Wealth Advisor (CPWA) and Chartered Financial Consultant (ChFC). He has passed several industry exams in the securities industry (Series 7, 22, 24, 63 and 65). In addition, John is a licensed broker for life insurance in several states.

John graduated summa cum laude from Saint Louis University with a BSBA in Finance as the top finance student in 1996. He is a member of Entrepreneurs Organization (EO) since 2011 (https://eonetwork.org/about/history/).

Educating the public is essential in today’s economy, so John appears on local radio stattions and national podcasts to share his insights about various wealth and tax strategies.  He has also authored several books:

Understanding the Secret Language of Money (2014), Building Your Own Privatized Banking System (2016), Thinking Differently About Your Money (2017), The Entrepreneur Playbook: Cracking the (IRS) Code to Unlock Proven Strategies to Build Wealth and Save Taxes (2025).

Born and raised in St. Louis, John currently resides in Webster Groves, Mo., with his wife, Ellen and their two children, Harrison and Catherine. In his free time, John is an avid golfer as well as a wine and cigar enthusiast.