Whether you are trying to determine how best to fund a favorite cause, ensure your children have sufficient funding for college, or need reassurance you have enough money to retire, Moser Wealth Advisors has the knowledge and expertise to address your concerns.

We provide comprehensive financial planning with the resources to fully implement our planning strategies. Our membership in the National Association of Personal Financial Advisors (NAPFA) demonstrates our commitment to meet the highest ethical standards in the industry.  NAPFA membership is exclusive to fee-only advisors.

In today's world, asset protection strategies and estate planning are an essential component of your financial plan. Because of our regional presence, Moser Wealth Advisors can provide the specialized resources to proactively monitor performance and make adjustments as changes in circumstances warrant.

Moser Wealth Advisors
2135 112th Avenue NE Suite 100
Bellevue, WA, 98004

Tel: (425) 818-9400
Fax: (425) 818-9440

Email: Meg@MoserCPAs.com

Moser Wealth Advisors, LLC is a Securities and Exchange Commission registered investment adviser in Washington State.  The adviser may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Information on this site is limited to the dissemination of general information on products and services and is not investment advice or the solicitation for the purchase or sale of any security, product or service.