Our Firm

Moss Wealth Advisors is a comprehensive financial planning firm established in 1996. We are fee-based advisors who specialize in estate and wealth management for those whose qualifications meet our specific asset and relationship based client criteria.  We believe the fit must be right for our firm and most importantly for you.  If you do not qualify as a client, we will do our best to refer you to a firm that specializes in your particular financial situation.  We do not expect to be all things to all people, but we do desire the best professional help for your particular need.

Our process is centered on what is best for the client.  The ongoing process of preparing for and reacting to critical financial and life events is the foundation for our wealth management advice.  We have over 25 years of experience in family, farm, and business strategy and planning. We seek the most qualified guidance available to carefully plan for your future financial needs.  We evaluate all facets of your wealth management plan, including investments for retirement and estate goals, personal and business succession planning, and insurance and cash flow planning. 

Our investment focus is on the attainment of financial goals through the use of strategic investment planning and diverse investment vehicles for the long term.  Our consideration goes beyond the investment product.  It includes the tax implications to you and the potential pitfalls of an investment or investment strategy.  We will work with your attorney and tax advisor to maximize the benefits to you and your family.

Our focus on family business includes business succession, buy-sell arrangements and transition planning.  We understand business cash flow and the effect it has on your daily operations.  We have hands on experience in running and managing a farm or business.  The role of the owner-employee relationship is always a careful consideration.  We also know the needs of business owners as they plan for retirement, transition to the next generation or ponder the potential sale of a business.  We can help you formulate a plan that will get you to your ultimate business and personal goals.