Moss Wealth Advisors and Financial Resource Advisors are two independently owned financial advisory firms led by Larry Moss and Paul Tingley. Serving business owners and entrepreneurs in Clay City, Terre Haute, and surrounding Indiana communities, they work with people who have built farms, shops, and family businesses and want thoughtful plans for what comes next. The firms share a commitment to putting clients’ needs first, while each 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. Advisors consider the connections between a client’s business, family, and future, helping shape plans around individual goals, values, and priorities. Planning may address protecting accumulated wealth, preparing for retirement, supporting family members, and considering how assets could be transferred. When appropriate, the firms collaborate to connect prospective clients with the advisor best suited to their circumstances. Their process begins with an honest conversation about fit, followed by a tailored strategy.