We offer a full-service team of wealth advisors and other financial professionals to assist you.
The team members who work with you are carefully selected to contribute knowledge and experience relevant to your unique situation. We emphasize specific expertise, multidisciplinary backgrounds, technology, and industry experience to meet your investment and financial planning goals.
Each lead advisor holds one or more of the following professional certifications and licenses:
- Certified Financial Planner™
- Accredited Investment Fiduciary™
- Certified Fund Specialist
- Certified Public Accountant
- Personal Financial Specialist (a designation of the American Institute of Certified Public Accountants)
- Chartered Life Underwriters®
- Life Insurance licensed
- FINRA/NASAA Series 6, 7, 9, 10, 24, 52, 53, 63, 65 or 66 licensed
Several advisors also bring additional background in law as a JD or in business as an MBA.
Moss Adams Wealth Advisors LLC is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. We have provided personal wealth management and financial planning services since 1988.
We offer securities and insurance through Moss Adams Securities & Insurance LLC, a FINRA member broker‐dealer and general insurance agency.
Moss Adams Wealth Advisors is an affiliate of Moss Adams LLP, a national leader in assurance, tax, consulting, risk management, transaction, and wealth services.
Some of our advisors are both individual advisor representatives of Moss Adams Wealth Advisors and registered representatives of Moss Adams Securities & Insurance.