Mosher Financial Advisors

Financial ServicesCalifornia, United States2-10 Employees

Mosher Financial Advisors is a financial services firm located in Lafayette, California, that offers planning and investment management services to professionals. Dating back to 1984 when it operated as Mosher & Ellis, the firm focuses on helping clients make informed decisions and take steady steps toward financial security and peace of mind. The firm employs a structured planning approach to illuminate clients’ current financial position, clarify goals, and outline practical actions, with ongoing guidance to support execution.

Its service scope encompasses comprehensive financial planning, investment management, retirement and distribution planning, insurance considerations, tax and estate planning, education funding, employee benefits, cash-flow monitoring, and access to professional referrals. Securities services are provided through American Investors Company, which is registered as a broker-dealer and investment adviser and is a member of FINRA/SIPC. The firm remains a small practice with a focused professional team.

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