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Mosher & Ellis Financial Planning

Incorporated in 1984, Mosher & Ellis provides financial planning and investment management services for professionals.

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.

Developed through 30+ years of experience, Mosher & Ellis’ Signature Financial Planning System is a process that helps clients better understand their current situation, identify goals and practical action plans to achieve those goals, and then provides support and structure that enables effective action to take place.

Most clients find that a modular approach to financial planning works best. In the Signature System we target specific areas including investments, retirement analysis, distribution planning, personal insurance coverage, estate planning and other concerns in a sequence that depends upon a client’s specific situation.

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.

Check the background of our investment professionals on FINRA BrokerCheck

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492