About

Our mission is to help clients make decisions that will produce financial freedom, peace of mind and security.

View >

The Team

We follow a team approach in offering financial planning and investment management services.

View >

Signature System

We will work with you to build a plan that keeps you on track to achieve your objectives.

View >

Service Areas

We offer comprehensive financial planning and investment management services.

View >

Mosher Financial Advisors provides financial planning and investment management services for professionals. We help clients “Create Prosperity by Design”.

About Us

At Mosher Financial Advisors (MFA), our mission is to help clients make appropriate decisions and take consistent action that enables them to produce financial freedom, peace of mind and security.

We offer clients an interactive working relationship to help them better understand, orient to, and act more effectively in the areas of money and financial concerns. We have helped hundreds of professionals and their families produce a better financial future for themselves.

An important part of the process involves periodic, usually annual, follow up meetings with clients. During these meetings, we review the current situation, discuss any new or updated concerns, and account for these in both the financial plan and follow up action.

Read More


Our Philosophy

We understand that each of us fundamentally lives in a story about our life, a narrative that unfolds, ideally, over a lifetime of quality experiences and achievements.

In our view, effective financial planning takes place when clients know what they care about and hold a practical understanding of the “why” and the “for the sake of what” reasons behind actions that are part of their financial plan.

When we have regular opportunities to reflect upon what we care about and determine a standard of care required for us to “live a good life”, both now and in the future, then we have a much better likelihood of being able to hold this story in mind and to act consistently to account for possible consequences and produce desired outcomes over time. This is part of the value that we offer to clients through an ongoing, strategic financial planning relationship.

Read More


Meet The Team

Mosher Financial Advisors’ current professional staff is comprised of seven unique individuals who focus on providing highly valuable help and superior customer service.

View Profiles

MFA Services

Blog & News

Research Highlights the Role of Employment in Divorce

Research Highlights the Role of Employment in Divorce By Scott Dawson, MS, CFP® Money disagreements have been at or near the top of the list for reasons why marriages fail. While divorce rates have been dropping recently, 40 – 50% of marriages still end in divorce.  There are many reasons why couples can’t make the…

Read More >

Equifax Breach: Were you Affected?

Equifax Breach: Were you Affected? By Scott Dawson, MS, CFP® As you have probably heard, Equifax had a cybersecurity attack that potentially impacted 143 million Americans. The hackers accessed Equifax’s database from mid-May until July 2017 and they captured names, birth dates, addresses, social security numbers, and driver’s license numbers. In addition, 209,000 Americans may…

Read More >

Talking Money With Your Kids

Talking Money with your Kids By Scott Dawson, MS, CFP® When I became a parent for the first time, I received a lot of advice from other parents. One piece of advice was to read to your baby. It didn’t matter what you read, I was told, just read something. Of course, I wanted to…

Read More >