A complete list of active advisors currently associated with Moss, Luse & Womble, LLC

Warmer can help you find a great advisor at Moss, Luse & Womble, LLC or one who fits your needs even better.

Moss, Luse & Womble serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and businesses, providing fee‑based portfolio management, financial planning and pension consulting. The firm’s brochure reports it manages discretionary assets and delivers ongoing financial planning, pension consulting and estate planning services using a combination of advisor meetings and technology‑based tools. The firm generally manages client portfolios on a discretionary basis using a tactical allocation approach intended to reduce risk and seek improved performance, with recommendations focused primarily on exchange‑traded funds and mutual funds. Moss, Luse & Womble describes eight proprietary risk‑profile investment models (from Capital Preservation to Ultra Aggressive) and uses fundamental analysis to select mutual funds and occasional individual securities. Compared with many peers, the firm also provides accounting, tax preparation and payroll services to business clients and acts as a third‑party administrator for defined contribution plans, receiving separate compensation for those services—a relationship the brochure discloses as a potential conflict of interest. The firm additionally offers access to a third‑party estate‑planning platform that generates draft state‑specific documents and a paid ongoing monitoring option, and it notes compliance safeguards such as a Code of Ethics to address conflicts arising from these ancillary services.

To learn more about the advisors currently working at Moss, Luse & Womble, 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.