About Us

Life moves fast, bringing both challenges and opportunities. Do you have a clear vision for your financial future? Is your plan strong enough to fulfill it and protect your family? Navigating these questions isn’t easy. That’s where we come in. With a passion for financial planning and investment management, we help clients achieve clarity and confidence at every life stage.

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Finding Clarity at Mossy Creek:
The Story Behind Our Name

At Mossy Creek Wealth, the difference is palpable the moment you arrive. Our office isn’t in a bustling strip mall but nestled in the tranquil Shenandoah Valley countryside. It’s a place rich with history—a former Civil War hospital, later the cherished home of Trent Byerly’s grandmother, who lived here independently until the remarkable age of 105. This home is at the heart of the Byerly family farm, surrounded by the beauty and serenity of nature.

If you wander the property, you’ll find a special spot where two creeks meet—one murky and one clear. As these streams merge, they form a mossy-banked creek with waters that turn crystal clear. This transformation is more than a natural phenomenon; it’s a metaphor for what we aim to achieve in your financial life. At Mossy Creek Wealth, our mission is to help you find clarity—pure and unwavering—so you can navigate your financial journey with confidence and ease.

Our Leadership Team

The Mossy Creek Wealth team is dedicated to bringing clarity to your financial goals. Using our unique perspectives, we help you plan for the future with strategies that address both short- and long-term needs. Our mission is to provide clear guidance, define actionable steps, and ensure you stay in control of your financial outcomes.

With a client-first philosophy, we focus on finding the best solutions to help you grow and preserve your wealth.