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Our Story

You did not get to where you are today by accident - and neither did we. Founded by a passionate advisor determined to challenge the status quo of the financial planning industry - Moffatt Financial Strategies is wholly committed to putting your needs and best interest first.

When our firm was conceived back in 2011, our priority was to provide holistic financial planning to individuals, families, and businesses. Wealth guidance our clients could not only trust in, but count on for continued success and confidence. Today, we are proud to say it still is.

 Having worked for large firms in the past, we understood firsthand how limiting their services can be. We saw the negative impact of financial planning when advice was based on a commission, and not in genuine best interest of the person who sat across the table. Determined to make a difference, we used our early career experience as a learning opportunity to best serve you, your family, and your business.

After realizing our own exit planning needs our founder found a passion for the complexities and importance of succession planning. We now seek to help other business owners safeguard their assets, and reach their goals through strategic planning.

 At Moffatt Financial Strategies, we take the time to listen to what you have to say, and attempt to weave your narrative into the financial plan we design exclusively for you. Just as our story directly impacts our success, so should your story incorporate into your long-term wealth strategy and financial fortitude.