Moffat Financial Group specializes in you.


As an independent and proactive firm, we are passionate about understanding what is most important to you — with that understanding, we develop a long-term financial strategy to help you achieve your goals and dreams.

With extensive knowledge, undisputed integrity, and individual service, you will never find a "one size fits all" approach with Moffat Financial Group.

Our Mission:       

  • Unite your financial choices with your goals and values.
  • Put your entire financial life in order and keep it that way.
  • Give you confidence that you can achieve your goals no matter what happens in the economy or in the world.