About Andrea
A steady hand for the
most important money you’ll ever manage.
I help people who’ve spent a lifetime saving make the shift that trips up so many retirees: turning that nest egg into income that lasts — without giving up growth, and without losing sleep over the market.
Andrea Moser
Financial Advisor & Fiduciary
Moser Wealth · Ocala, Florida
My story
I became a financial advisor for a simple reason: I watched good people who had done everything right — worked hard, saved carefully — arrive at retirement unsure whether their money would last, and unsure who was truly on their side.
So I built a practice around a different promise. As an independent fiduciary, I’m obligated to put your interest ahead of my own. I’m not here to sell you the product of the month. I’m here to build a plan you understand, backed by guarantees where you want certainty and thoughtful investing where you want growth.
Today I work with retirees and pre-retirees across Ocala, The Villages, Leesburg, Clermont, Gainesville and the surrounding towns — neighbors, really — helping them retire with confidence — and stay that way.
What I stand for
The principles behind every recommendation.
Fiduciary, always
I’m held to a fiduciary standard, which means your interests come before any commission or quota. If a recommendation isn’t right for you, I won’t make it.
Independent by design
I’m not tied to a single insurance company or fund family. That freedom lets me shop the market and match you to the right solution — not whatever a single company happens to offer.
Plain language
Annuities, sequence-of-returns risk, tax-efficient withdrawals — I explain every concept in words that make sense, so you make decisions with confidence.
Local and available
I live and work in this community. When you have a question, you talk to me — not a call center three time zones away.
Let’s meet
You should like — and trust — the person guiding your money.
The best way to know if we’re a fit is a relaxed, no-obligation conversation. Coffee’s on me.