Welcome To Kevin Moss Financial Management
About us is all about why we do what we do. If you are now or ever have been a parent, you understand how the question “Why?” very often leads us, as adults, to consider questions long since answered in our own minds…
“Why is the sky blue?”
“Why do I have to go the school?”
“Why do I have to eat vegetables?”
Answers to these and other questions may be second nature for us, but they open up a whole new world for people considering them for the first time. Knowing why is empowering, and we want you to feel confident and empowered in your decision to partner with Kevin Moss Financial Management. So when you’re asking us why – “Why should I do this? Why one strategy over another? Why should I work with you?” – we’re also asking ourselves “Why?”
Staying on mission REQUIRES this. Forgetting what motivates us to always strive for excellence is not an option. There’s no greater feeling than watching someone achieve a dream, and the fact we get to take part from a financial perspective is what drives Kevin Moss to do what he does. So our “Why?” is easy: Because honesty, integrity, and character still matter, and financial planning done right is the right thing to do.

Meet The Team

Kevin Moss

Investment Advisor

Joyce Moss

Medicare Specialist

Optivise Advisory Services

Back Office & Support