Moss and Company
Moss and Company

About Us

Our Firm

Moss & Company, PA is an independent, fee-only Private Wealth Management firm that provides truly comprehensive wealth management solutions for our clients. Using an in-depth consultative process, we help successful clients identify in detail what they want to achieve personally and professionally so that their wealth can serve to accomplish those specific goals. Our practice is limited to working only with clients for whom we believe we can make a meaningful difference.


 

As a fee-only registered investment advisor, our advice is never skewed by the conflicts of interest inherent in other practice structures. We have a fiduciary duty to always act in our clients’ best interests. In effect, we serve as each client’s chief financial officer, providing the guidance they need to make informed, well-founded decisions that support their present and future financial goals. To ensure our clients are given the best possible options, we meet regularly with our team of experts, including estate planning attorneys, life insurance specialists, CPAs and others, to develop leading-edge, coordinated financial solutions.


 

We value the long-term relationships we’ve built with our clients over the years and strive to maintain the highest standards of service, with the goal of meeting each client’s greatly individualized wealth management needs. Our clients enjoy peace of mind and greater freedom to make a difference in their communities and pursue their dreams.

 

 

Jeffrey A. Moss, CPA | President

Jeff has more than 20 years of experience assisting clients with their complex financial and tax issues. He began his career as a certified public accountant, co-founding Moss & Company, PA, in 1990 and becoming its president in 1995. Concerned about the quality of investment advice being given to some of his longtime, loyal clients, Jeff became convinced he could be a better advocate for those clients. He wanted to provide more comprehensive wealth management options for them because he knew them well and cared about their futures. In 1997, Jeff became a registered investment advisor, using a fee-only structure in order to provide his clients objective, unbiased advice. His experience as a CPA with expertise in tax and estate planning gives him a broad perspective when helping clients manage their wealth.


 

Jeff graduated in 1986 from the University of South Florida with a bachelor’s degree in accounting and became a CPA in 1989. He is a member of the Financial Planning Association and the Florida Institute of CPAs. He grew up in Central Florida, and lives in Maitland with his wife, Mindy, and their daughter.


 

Mindy R. Moss | Chief Operating Officer

Mindy has served in the financial sector for more than 20 years, beginning at Barnett Bank, where she worked in management, financial analysis and risk analysis. She joined Moss & Company, PA, in 1993, to oversee the firm’s administration and accounting. She also coordinates client services, fulfilling clients’ requests and ensuring that transactions are handled promptly and smoothly. Mindy graduated from the University of South Florida in 1987 with a bachelor’s degree in finance.