A complete list of active advisors currently associated with Katz-Moses Financial LLC

Warmer can help you find a great advisor at Katz-Moses Financial LLC or one who fits your needs even better.

The firm provides investment management and financial planning services primarily to individual and high‑net‑worth clients, offering project‑based plans, ongoing planning engagements, and hourly consulting. It also supports retirement plan arrangements and works with organizational plan sponsors through custodial and servicing relationships used to implement plan investments. The firm’s investment approach is primarily passive and centered on asset allocation and diversification, typically using index mutual funds and exchange‑traded funds to pursue low turnover and tax efficiency. Financial planning is integrated with portfolio management so that recommendations reflect each client’s goals, risk tolerance, and broader financial circumstances; the firm executes trades on an individual basis and does not aggregate block trades or vote client proxies. What is noteworthy for a solo independent adviser is the emphasis on education and institutional work: the firm offers seminars and speaking engagements to organizations and the public (seminar fees are disclosed in the brochure) and maintains an Authorized Advisor arrangement to support non‑ERISA 403(b) and 401(k) plan work with third‑party custodians. The firm’s principal has a background in secondary education and program management, which the brochure ties to a practice focus on client education and outreach.

To learn more about the advisors currently working at Katz-Moses Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.