Moseley Investment Management, Inc.

Moseley Investment Management, Inc. is a wealth management firm in South Bradenton, Florida, serving individuals and families with personalized financial planning, investment management, and retirement guidance. The firm specializes in fiduciary advice, estate planning, Social Security optimization, Medicare strategy, and tax-efficient wealth strategies, all delivered with a commitment to transparency and client alignment. With decades of combined experience among its advisors, the firm serves clients across Manatee County and surrounding areas. It holds a 5.00 rating based on client feedback, reflecting strong trust and satisfaction.

The firm operates as a completely independent financial services provider, which allows it to offer unbiased, conflict-free advice. As a fiduciary, Moseley Investment Management is legally and ethically bound to act in its clients’ best interests at all times, without commissions or product incentives. The team, led by Susan Moseley, CIMA®, who founded the firm in 1990, includes Ryan Moseley, CFA, and Dina Villalobos, who together bring deep expertise in portfolio construction, financial planning, and client service. Advisors hold Series 65 licenses through LPL, ensuring compliance and alignment with client goals. The firm emphasizes disciplined, research-based strategies and long-term financial outcomes tailored to each client’s unique life path.

Located at 1724 Manatee Ave W in South Bradenton, the firm sits just a short distance from Wares Creek, a local bay, and is bordered by key roads including 15th Street West and 14th Street West. It is approximately 0.2 miles from the Manatee County Historical Records Library and the Little Discovery Center, both public library facilities, and lies within a few hundred meters of Manatee Avenue West, a primary thoroughfare.

Moseley Investment Management maintains a strong digital presence with a clean, search engine-friendly website and consistently documented business information, making it easy to find and verify online. The firm’s transparency, professional documentation, and dedicated client focus contribute to its high visibility and credibility in the local financial services landscape.

With a legacy rooted in integrity and long-term planning, Moseley Investment Management stands as a trusted partner in financial success for residents of South Bradenton and the broader Manatee County community.