Moseley Investment Management

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Moseley Investment Management We are fee-only financial advisors in Sarasota and Bradenton. Investment management and financial planning For customer inquiries, please call 941-745-2799.

1630 Ringling Blvd
Sarasota, FL 34236

1724 Manatee Avenue W. Bradenton, FL 34205

Moseley Investment Management is a registered investment advisor that provides financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, estates, and business entities. Our team’s first priority is our clients and the preservation of their lifetime earnings. We focus on crafting personalized portfolios, retirement planning strategies, and asset management services tailored to your unique goals and circumstances. Our approach prioritizes understanding your individual needs, ensuring your investments align perfectly with your financial journey. We incorporate comprehensive technology that allows our clients to be more informed and in control of our solutions and to be more confident about their financial situation. With years of experience as an investment advisor, our firm understands that financial success is deeply personal. We value regular communication with our clients, both in order to stay current with important changes in their lives and to communicate and track their progress towards their specific goals. Our Services Include:
Net Worth Management
Investment Management
Retirement Planning and Tracking
Estate and Inheritance Planning
Tax Strategies
Employee Stock Option Planning
College Funding Strategies

We hope you enjoy our page! We look forward to sharing our insight and knowledge with you and your loved ones. Feel free to visit our website or come in and share your story with us! Investments in securities involve risk, including the potential loss of principal invested. The site may contain links to articles or other information that are contained on a third party website. Moseley Investment Management does not endorse or accept responsibility for the content, or the use, of the web site. Moseley Investment Management assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Moseley Investment Management is not affiliated with Facebook. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that Facebook may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site.

Happy Halloween from the Moseley Team! 👻🎃🦇
10/31/2026

Happy Halloween from the Moseley Team! 👻🎃🦇

Earnings season is here, and expectations are high.While technology and AI continue to grab headlines, investors are als...
10/28/2026

Earnings season is here, and expectations are high.

While technology and AI continue to grab headlines, investors are also watching rising costs, higher interest rates, and global uncertainty. The big question: Can companies continue to deliver strong results despite these challenges?

This week, we’re breaking down three things to watch as earnings reports roll in: https://www.moseleyinvestment.com/market-news

We brought the Island Vibes to Moseley Investment Management for Caribbean Nights! It was a wonderful Evening spent catc...
10/23/2026

We brought the Island Vibes to Moseley Investment Management for Caribbean Nights! It was a wonderful Evening spent catching up, having fun, and enjoying the company of our clients. Take a look at some of the highlights!

Have you thought about what happens after you've built wealth?Many people focus on growing their assets, but preserving ...
10/22/2026

Have you thought about what happens after you've built wealth?

Many people focus on growing their assets, but preserving and transferring wealth can be just as important. Our three pillars explains it all.

Could AI make it easier than ever to switch brands, compare prices, and eliminate unnecessary costs? This week's Weekly ...
10/21/2026

Could AI make it easier than ever to switch brands, compare prices, and eliminate unnecessary costs? This week's Weekly Market Commentary explores what that could mean for businesses, investors, and the future of competition. https://www.moseleyinvestment.com/market-news The AI Market Narrative: From Bubble Fears to Disruption Risk.

A bright spot in the economy? Businesses are still willing to invest in their future. When companies are borrowing to gr...
10/14/2026

A bright spot in the economy? Businesses are still willing to invest in their future. When companies are borrowing to grow and banks are willing to lend, it can be a sign that business leaders remain optimistic about what's ahead. Read the Insights: https://www.moseleyinvestment.com/market-news

Healthcare inflation for retirees is likely to be far higher than the official rate of 3.5%
10/08/2026

Healthcare inflation for retirees is likely to be far higher than the official rate of 3.5%

Healthcare inflation for retirees is likely to be far higher than the official rate of 3.5%.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Address

Sarasota, FL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19417452799

Website

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