Moseley Investment Management, Inc.

Moseley Investment Management, Inc. is a Wealth Management firm in South Bradenton, FL, located at 1724 Manatee Ave W. The firm serves individuals and families with comprehensive financial planning, retirement planning, and investment management needs. As a fiduciary, the advisors are legally and ethically obligated to act in the client’s best interest, offering advice without commissions or conflicts of interest. The team builds portfolios grounded in research and tailored to specific goals, helping clients navigate complex financial decisions such as retirement planning, wealth management, and asset distribution. The firm holds a 5.00 rating based on customer reviews, reflecting the trust and accountability it maintains with its clientele.

The financial professionals at Moseley Investment Management maintain and hold Series 65 licenses through LPL, allowing them to align their advice with client needs. The team takes a comprehensive approach to address financial and retirement planning, emphasizing open communication and rapport to make well-guided personalized decisions. Susan Moseley, CIMA®, founded the firm in 1990 and serves as President. She is a graduate of the University of Florida, where she earned a BS-BA degree in Finance, and was one of the first women to earn her CIMA designation. Ryan Moseley, CFA, serves as Vice President and has been on the investment committee since 2008. As portfolio manager, he is integral in the security selection process, financial planning, and determining financial strategies. Dina Villalobos serves as Operations Manager, supporting the firm’s dedication to the profession and its clients.

The firm takes pride in being a completely independent financial services firm, which provides greater transparency, increased accountability, and the freedom to offer independent advice. This independence ensures that the firm’s goals are aligned with the goals of its clients. The advisors bring decades of expertise and a genuine commitment to the people and families they serve. They focus on disciplined thinking and long-term results, designing portfolios to weather uncertainty so clients can stay focused on what matters most. Whether clients are planning for retirement, managing wealth, or seeking a second opinion, the team is available to help.

The firm’s 5.00 rating and positive reviews from customers highlight its reputation for trust and accountability. As an independent fiduciary, Moseley Investment Management is known for offering commission-free advice that prioritizes client interests above all else. The team’s decades of experience and specialized credentials, including Series 65 licenses, CIMA, and CFA designations, demonstrate a high level of professional expertise. This combination of independence, fiduciary duty, and experienced leadership has established the firm as a trusted resource for financial planning in the area.

Moseley Investment Management, Inc. combines its fiduciary commitment to independent, commission-free advice with decades of experienced leadership to provide reliable wealth management services in South Bradenton.

BizScoreAI gives the business a Discoverability score of 75 out of 100, which means AI crawlers can find every page of the website so assistants can recommend the firm. The Technical score is 74 out of 100, showing the site is secure and readable for search engines without errors.