Moseley Investment Management, Inc.

Moseley Investment Management, Inc. is a Wealth Management firm in South Bradenton, FL. The company operates as a completely independent financial services firm, a structure designed to provide greater transparency, increased accountability, and the freedom to offer independent advice. As a fiduciary, the firm is legally and ethically obligated to act in the client's best interest at all times. This approach eliminates commissions and conflicts of interest, allowing the firm to align its goals directly with the financial objectives of the people and families it serves. The firm holds a rating of 5.00 based on customer reviews.

The team at Moseley Investment Management brings decades of expertise to financial planning, retirement planning, and investment management. Susan Moseley, CIMA, serves as Managing Principal and President; she founded the company in 1990 and holds a BS-BA degree in Finance from the University of Florida. Ryan Moseley, CFA, serves as Vice President and has been a member of the investment committee since 2008. In his role as portfolio manager, he is integral to the security selection process, financial planning, and the determination of financial strategies. Dina Villalobos serves as Operations Manager. The financial professionals maintain Series 65 licenses through LPL, which supports the alignment of advice with specific client needs. The firm builds portfolios grounded in research, tailored to individual goals, and designed to weather uncertainty. Clients are categorized by their life path stage, including Accumulator, Pre Retiree, and Retiree, to ensure the advice fits their current situation.

The South Bradenton office is located at 1724 Manatee Avenue West. It sits on Manatee Avenue West, about a short distance from Wares Creek, a local bay. The office is approximately 0.2 miles from the Manatee County Historical Records Library and the Little Discovery Center. It is also about 0.3 miles from 14th Street West, a main road in the area. Office hours are Monday through Friday from 8:30 AM to 5:00 PM.

The firm’s standing is reflected in its perfect 5.00 rating from the customers who have reviewed it. This positive feedback highlights the value clients place on the independent advice and fiduciary standard the firm maintains.

Moseley Investment Management, Inc. provides independent, fiduciary-driven wealth management in South Bradenton, FL, serving clients through a team with deep local experience and a long history in the profession.