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Mosher & Ellis Team

Mosher & Ellis follows a team approach in offering financial planning and investment management services.

Clients working with Mosher & Ellis will notice that help will come from not just one or two individuals, but from a well coordinated team of people dedicated to providing highly valuable help and superior customer service.

Our team of seasoned performers has accumulated over a century of diverse experience helping clients produce a better financial future.

Our mission is to help our clients make appropriate decisions that produce financial independence and the freedom, peace of mind and security that ensue. We strive to be the planner of choice for our clients, their families and the people they care about.

Contact Mosher & Ellis today to learn more about how our Signature Financial Planning System and team approach can benefit you!

Mosher & Ellis’ current professional staff is comprised of eight unique individuals who focus on providing highly valuable help and superior customer service.

Click on any of the profiles to read about M&E team members:


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