Scott Moser
CPA/PFS, MST
Moser Wealth Advisors
Financial Advisor
Scott Moser
CPA/PFS, MST
Moser Wealth Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Moser, CPA/PFS, MST
Fee-Only Financial Planner Located in Bellevue, WA and Serving Clients Nationwide
Scott Moser is a Bellevue, WA fee-only financial planner. Moser Wealth Advisors provides comprehensive and objective financial planning, tax planning, and investment advisory to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Moser is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Moser is the founder of Moser Wealth Advisors, LLC and Moser & Company Certified Public Accountants, which serve as platforms for delivering sophisticated financial planning and tax services to high net worth individuals, families and business owners. Scott strives to leverage deep industry expertise combined with a unique understanding of the complex interplay between wealth accumulation strategies and their potential tax implications across business, investment and estate planning concepts. He also focuses on developing customized, turn-key family wealth solutions, allowing small business owners and executives to devote more time towards their highest priorities.
Scott's extensive financial background includes more than 30 years in public accounting and more than 20 years as an Investment Advisor Representative. In addition for being well-known in the financial planning community as an author and instructor, Scott serves as a director for various local companies and non-profit organizations. He has also provided accounting, tax and investment testimony as an expert witness in arbitration and mediation settings.
When he's away from the office, Scott makes the most of his time in the great outdoors -- skiing, wakeboarding, golfing, mountain biking, boating, and coaching youth baseball in Kirkland Washington. He is an accomplished musician and Alumni of the Husky Marching Band Percussion Section.
Scott Moser is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Moser Wealth Advisors is a regionally owned and operated wealth management firm delivering comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. Our team strives to leverage industry expertise combined with a unique understanding of the complex interplay between wealth accumulation strategies and their potential tax implications across business, investment and estate planning concepts. As an integral part of its client service philosophy, Moser Wealth Advisors creates customized solutions that target their clients' varying financial objectives, and provides comprehensive wealth advisory services that seek to minimize risk and simplify financial affairs - all while maintaining the highest ethical standards.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott Moser is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Moser is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Scott Moser is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Scott Moser
Office Locations:
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2135 112th Avenue NE
Suite 100
Bellevue, WA 98004
