Jeff has more than 30 years of experience assisting clients with their complex financial and tax issues. He began his career as a Certified Public Accountant, co‐founding Moss & Company, PA in 1990 and becoming its president in 1995. Concerned about the quality of investment advice being given to some of his longtime, loyal clients, Jeff became convinced he could be a better advocate for his clients. He wanted to provide more comprehensive wealth management options for them because he knew them well and cared about their futures. In 1997, Moss & Company, PA, became a Registered Investment Advisor, using a fee‐only structure in order to provide clients with objective, unbiased advice. Jeff’s prior experience as a CPA with expertise in tax and estate planning gives him a broad, unique perspective when working with clients to help manage their wealth.
Jeff graduated in 1986 from the University of South Florida with a bachelor’s degree in accounting and became a CPA in 1989. He is a member of the Central Florida Estate Planning Counsel and the Florida Institute of CPAs. He grew up in Central Florida and lives in Maitland, a suburb of Orlando.
- DAVID BOOTH
WELCOME TO MOSS & COMPANY P.A.
Moss & Company P.A., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life.
We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.
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