Moseley Investment Management is a proudly independent, locally-owned investment advisory and financial planning firm committed to providing comprehensive wealth management strategies tailored to the unique needs and preferences of individual clients.

Our dedicated team specializes in:

  • Retirement Maximization
  • Increasing Net-worth
  • Income Distribution Planning
  • Capital Preservation
  • Investment Analysis and Management
  • Tax Minimization
  • Strategic Asset Allocation
  • Estate Planning
  • Risk Management
  • 401(k), 403(b), and IRA rollovers


Our firm takes pride in being a completely independent Registered Investment Advisor. This benefits of this include: greater transparency, increased accountability, and the freedom to offer independent advice so that our clients are able to reach their goals. To put it simply, our RIA status ensures our goals are aligned with the goals of our clients.

If you would like to learn more, or wish to arrange a consultation with a member of our staff, please call 941 745-2799.


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Copyright 2015 Moseley Investment Management, Inc. | 1724 Manatee Avenue W | Bradenton, FL 34205 | Phone: (941) 745-2799 | Fax: (941) 746-1424 1630
Ringling Boulevard. Sarasota, FL 34236

Financial Advisors of Moseley Investment Management, Inc. are registered investment advisor representatives under Moseley Investment Management, Inc., a registered investment advisor, offering advisory services in the state of Florida. As such, these services are strictly intended for individuals residing in Florida.

Important Consumer information:
An Investment Advisor IA or IA representative may only transact business in a state that is first registered in that state, or is excluded or exempt from registration in that state as an investment advisor, as appropriate. Follow-up, individualized responses to persons in a state by which a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personlized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of an IA or IA representative, a consumer should contact his or her state securities law administrator.