Moss Wealth Advisors and Financial Resource Advisors are two independently owned financial advisory firms serving business owners and entrepreneurs in Clay City and Terre Haute, Indiana. Led by Larry Moss and Paul Tingley, respectively, the firms share a commitment to putting clients’ needs first and helping owners plan for the future of their businesses, families, and wealth. When appropriate, they collaborate to connect prospective clients with the advisor best suited to their circumstances, while each firm remains responsible for its own advisory services and client relationships.

Their services include wealth management, financial planning, retirement strategies, tax-conscious planning, estate planning, and business succession, transition, and exit strategies. The advisors aim to develop personalized approaches that reflect each client’s goals, values, and priorities, considering both immediate needs and long-term plans. Their work may address protecting a business, preparing for retirement, planning how assets could be transferred, and supporting the people and causes clients care about. Moss Wealth Advisors and Financial Resource Advisors emphasize thoughtful planning, clear communication, and a long-term perspective.