Indianapolis, Indiana 46216
United States
Office Phone: 13174458746
Member since 2021
Membership Type: IACP


Financial Professional
Area(s) of Practice: Investment Advice Money Management Retirement and Insurance Planning Estate and Legacy Planning
License(s): Certified Plan Fiduciary Advisor (CPFA)

Professional Activities

Richard L. Moss has been a trusted advocate for his clients providing them with consistent guidance and timely advice on their most important financial matters since April of 2001. Richard began his career as a Financial Advisor with an international firm, globally recognized for its advisor training program and corporate culture. While at the firm, Richard received many honors for his socially focused approach to wealth management and financial planning. After several years of running a successful practice, Richard was recruited by a team of financial entrepreneurs to establish an Indiana based broker dealer and investment firm. In his role as Retail Sales Manager for the firm, Richard was primarily responsible for establishing the sales culture of the firm as well as strategic business development amongst local and national institutional entities. As a native Hoosier, the chance to become significant within the community, not just a successful member of the community has been a key source of motivation throughout Richard’s career. In 2014, Richard became certified as a Collaborative Law Financial Specialist. This unique training allows Richard to assist divorcing couples to effectively manage and resolve the many financial and budgetary issues that may arise during one of the most emotionally difficult moments in their lives.

Undergraduate Education