MOSS & COMPANY, P.A.

Overview

Moss & Company, P.A. is an independent registered adviser that blends accounting services with fee-based wealth management for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and provides discretionary portfolio management alongside financial planning. Investment activity is equity‑focused: the firm favors exchange‑traded equities and employs separate managed accounts to implement client strategies. Moss & Company, P.A. is not positioned as a capital allocator or multi‑state adviser and does not identify as an active ESG investor. Custody and execution are routed through a major custodian, enabling a mix of ETFs and individual securities for core and tactical exposures.

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Public Holdings

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Location & Offices