Richard L. Moss

Richard L. Moss joined National Wealth Management Group in 2020 with over two decades of experience as an advisor with firms such as Edward Jones and LPL Financial. He earned a Bachelor of Arts in Psychology from Indiana State University, an education that reinforces his innate ability at fostering deep connections with people.

His chosen vocation as personal financial advisor, inspired by his hard-working mother who passed her Series 7 exam later in life, has proven befitting. Employing a skillful approach to helping clients address complex financial decisions entangled with heavy emotional burdens requires active listening and wisdom. Richard is adept as a guide and advisor for people facing major life decisions such as retirement, divorce, or career relocation precisely because he possess both attributes.

At his core, he is a family man. With years of marriage and fatherhood under his belt, Richard lives a life that demonstrates priority and principal. He is a long-term thinker, applying his principal of realistic optimism, an integration of real-world risk assessment with a positive disposition, to nurture better outcomes. He has designed this maxim as a multi-generational heirloom which one day may inspire his daughters to step in his place and carry on the legacy of service he inherited.