As fiduciaries, we are held to the highest standard of care – and are required to act in the best interests of our clients at all times.
The key benefits of working with a fee-only Independent Registered Investment Advisor:
Personalized guidance based on your entire financial picture
Whether you need help with retirement planning, a tax situation, estate planning, or managing multiple places, we have the freedom to choose from a wide range of investment options in order to tailor our advice based on whats best for you.
We build a relationship that is a combination of responsive, attentive, and personal
We must first build a strong understanding of your situation. An important focus of ours is building a deep relationship. We make sure we have regular and ongoing interactions. Susan Moseley is an entrepreneurial business owner. She and all of the advisors hold themselves personally accountable to our clients.
We use a fee structure that is simple and transparent
We charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It gives us an incentive to help grow your assets. When you succeed, we succeed.
A high level of expertise to support your complex financial needs
We help investors address a variety of complex investment needs that arise when you accumulate significant wealth. We are often described as financial “quarterbacks” focused on your complete financial picture.
Your money is held and safe guarded by an independent custodian, not our firm
Moseley Investment Management, Inc. uses custodians to hold your assets. For clients, it provides you with a reassuring system of checks and balances. Your money is not held by the same person who advises you about how to invest it.
Visit the Independent Advisor Learning Center to learn more about the benefits of working with an independent financial advisor.
1*Registration does not imply a certain level of skill or training