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Michelle M

CFP®, Series 65

Nashua, NH

Evermoss Financial

Michelle Moss is a CFP® professional with five years of industry experience, currently serving at Evermoss Financial. She previously worked at New Harbor Financial Group, Taconic Advisors Inc., Third Eye Associates, and Information Clearinghouse Inc. Outside of her financial advisory role, Moss has a background as a breathing and movement instructor. Evermoss Financial provides financial planning and investment consulting for individuals, businesses, trusts, estates, and charitable organizations. The firm offers written financial plans, limited-scope reviews, and fixed-fee educational seminars without managing client portfolios or taking custody of assets.

General tax planning Charitable giving tax strategies Debt management Cash flow / budgeting Young Professionals Values-based investing
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