Clarity for Today.
Confidence for Tomorrow.

Mossy Creek Wealth is an independent wealth management firm that brings clarity and simplicity to your business or personal finances.

Our Services

Investment Management

Our independent approach to investment management means you receive advice that’s impartial, transparent, and entirely focused on your needs. We’re not tied to proprietary products or incentivized to recommend specific services.

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Financial Planning

Our holistic financial planning service is designed to provide clarity and confidence by addressing your unique needs, goals, timelines, risks, and opportunities.

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Estate Planning

Our experienced team works closely with your estate attorney to design a plan that reflects your wishes while ensuring the smooth transfer of your assets, including illiquid holdings such as land, to the next generation.

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Insurance & Protection

We know the importance of protecting the life you’ve built and the assets you’ve worked hard to achieve. That’s why we take a proactive approach to insurance and protection planning, serving as both licensed insurance brokers and trusted advisors.

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Tax Planning

We understand the power of proactive tax planning in optimizing your financial outcomes. Our team works with both individuals and businesses to develop tailored strategies that can result in significant tax savings.

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Business Planning

Our comprehensive business planning services are designed to help you make informed decisions, address complex issues, and secure the future of your business—all with a focus on minimizing stress and maximizing outcomes.

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Second Opinion Service

We’re committed to helping you and the people you care about achieve financial clarity and confidence. That’s why we’re proud to offer our complimentary Second-Opinion Service to your family, friends, or associates—whether or not they currently work with another advisor.

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Latest Insights

5 Tax-Saving Strategies to Keep More of Your Money
Retirement

5 Tax-Saving Strategies to Keep More of Your Money

Mar 23, 2025
How to Stay Invested in Volatile Markets Without Losing Sleep
Savings

How to Stay Invested in Volatile Markets Without Losing Sleep

Feb 23, 2025
New Year Update: 2024 Reflections & 2025 Expectations
Investments

New Year Update: 2024 Reflections & 2025 Expectations

Jan 23, 2025