MOSHER FINANCIAL ADVISORS LLC

Overview

Mosher Financial Advisors LLC operates as an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm caters to individual and family clients and positions itself more as a financial planning and advisory practice than a traditional asset-management firm. Its fee model emphasizes hourly and fixed fees, and its advisory services include financial planning and the selection of outside advisers when clients need active asset management beyond the firm’s scope. The firm also carries broker-dealer registration and insurance-broker activity, which means it can place clients into brokerage and insurance solutions in addition to providing fee-based planning. Mosher Financial Advisors identifies as a capital allocator—deploying client capital into third-party managers where appropriate—but does not present itself as an ESG-focused adviser, a pension consultant, or a multi-state RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices