At Mosley & Associates, we help business owners and entrepreneurs to establish a sound financial plan that covers all aspects of a business lifecycle — to create a unique and tailored solution to meet the needs of the business, their family and their estate.

Mission Statement >>

Lee Mosley

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

Listen Now

The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you!
  • Twenty five years ago, I met Lee Mosley through a mutual business associate and have never looked back! would recommend Lee Mosley to anyone who is seeking a Financial Advisor and Investment Manager.

    - Deanna Bliuvas
  • He regularly provided updates and has always been available to answer questions and explain options in our portfolio. We have been more than pleased with Lee’s service and highly recommend him.

    - Lynne & Dave Michaels