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MOBIUS FINANCIAL ADVISORS PROVIDES EXCEPTIONAL, FEE-ONLY FINANCIAL ADVISORY SERVICES TO BUSINESS OWNERS AND HIGH NET WORTH FAMILIES WHO VALUE:

    • Having one point of contact for all financial service needs (investing, insurance, business planning, and exit planning)
    • Deep relationships built on earned trust
    • Expert guidance based on an acute understanding of the full implications of financial planning on your future (from tax-efficient investment strategies to life insurance to college planning)
    • A partner you can rely on to take care of the complexities of your finances

To us, Mobius signifies a never-ending, complex loop that endures over time. Our firm values communities, helping our clients leave a lasting legacy, and relationships, which we believe are all interdependent.

Just like our logo, the Mobius loop, we believe that financial planning never ends and is necessary for our community to prosper. Whether you’re at the beginning of your career and just starting to build wealth and/or a business, or are planning for the next step in your career or leaving your legacy, what you build within your family, community, and financial investments will carry forward.

Meet The Mobius Team

Your Business Stage Matters

Your business has a life of its own – but we don’t have to tell you that – you live it every day!

Our business advisors have years of experience studying and working with businesses like yours. Whether yours is a start up or a mature business, our expert guidance can help you make the most of your business’ potential. Your business may have a service or product gap that you know you need to fill, or maybe you are preparing to sell your business, or you need an expert to review your business strategy to help you grow. We’re here to help you with the business life cycle stage you’re at: start-up and survival, growth and expansion, growth and maturity, or transfer and control.

In this business life cycle stage, your business exhibits these characteristics:

  1. Owner/operator fulfills multiple roles in the organization
  2. Limited or no employees
  3. High business expenses
  4. Limited income
  5. Slow sales volume
  6. Beginning to find a niche for your product or service
  7. Limited competition

Does this sound like you?

Then you may be interested in the following services and products:

  • Basic business group life insurance
  • Business loan protection
  • Business continuation plan
  • Stock options

Get started with a complimentary business assessment.

Let’s talk: 940-391-5336

In this business life cycle stage, your business exhibits these characteristics:

  1. Beginning to achieve economies of scale
  2. Increasing client base
  3. Growth in the number of employees and definition of job roles Reduced business expenses
  4. Increasing profitability
  5. Increasing competition

Does this sound like your business?

These services and products are a good fit:

  • Key Management Insurance
  • Salary Continuity Plans
  • Exec Crave-out Plans
  • Profit Sharing/401 K Plans
  • Group Medical Plans

Get started with a complimentary business assessment.

Let’s talk: 940-391-5336

In this business life cycle stage, your business exhibits these characteristics:

  1. Continued cost reduction as production volumes and experience levels increase productivity
  2. Moving towards peak sales volume and marketing saturation level
  3. Increasing competition
  4. Pricing pressure due to competition
  5. Growth of brand recognition and market differentiation
  6. Decreased market profitability

Does this sound like your business?

These services and products are a good fit:

  • Executive Bonus Plans
  • Selective Incentive Plans
  • Split Dollar Plans

Get started with a complimentary business assessment.

Let’s talk: 940-391-5336

In this business life cycle stage, your business exhibits these characteristics:

  1. Optimizing costs becomes increasingly difficult
  2. Declining or stabilizing sales volume
  3. Diminishing prices and profitability
  4. Challenged to increase profitability efficiencies

Does this sound like your business?

These services and products are a good fit:

  • Business Continuity Planning
  • Business Exit Planning
  • Merger, Acquisition, or Going Public
  • Advanced Estate

Get started with a complimentary business assessment.

Let’s talk: 940-391-5336

Your Business Stage Matters

Your business has a life of its own – but we don’t have to tell you that – you live it every day!

Our business advisors have years of experience studying and working with businesses like yours. Whether yours is a startup or a mature business, our expert guidance can help you make the most of your business’ potential. Your business may have a service or product gap that you know you need to fill, or maybe you are preparing to sell your business, or you need an expert to review your business strategy to help you grow. We’re here to help you with the business lifecycle stage you’re at: start-up and survival, growth and expansion, growth and maturity, or transfer and control.

Phase 1

Startup & Survival

Phase 2

Growth & Expansion

Phase 3

Growth & Maturity

Phase 4

Transfer of Control

STARTUP & SURVIVAL

In this business life cycle stage, your business exhibits these characteristics:

  1. Owner/operator fulfills multiple roles in the organization
  2. Limited or no employees
  3. High business expenses
  4. Limited income
  5. Slow sales volume
  6. Beginning to find a niche for your product or service
  7. Limited competition

Does this sound like your business?

Then you may be interested in the following services and products:

  • Basic business group life insurance
  • Business loan protection
  • Business continuation plan
  • Stock options
Get started with a complimentary business assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

GROWTH & EXPANSION

In this business life cycle stage, your business exhibits these characteristics:

  1. Beginning to achieve economies of scale
  2. Increasing client base
  3. Growth in the number of employees and definition of job roles
  4. Reduced business expenses
  5. Increasing profitability
  6. Increasing competition

Does this sound like your business?

These services and products would be a good fit for you:

  • Key Management Insurance
  • Salary Continuity Plans
  • Executive Carve-out Plans
  • Profit Sharing/401 K Plans
  • Group Medical Plans
Get started with a complimentary business assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

GROWTH & MATURITY

In this business life cycle stage, your business exhibits these characteristics:

  1. Continued cost reduction as production volumes and experience levels increase productivity
  2. Moving towards peak sales volume and marketing saturation level
  3. Increasing competition
  4. Pricing pressure due to competition
  5. Growth of brand recognition and market differentiation
  6. Decreased market profitability

Does this sound like your business?

These services and products would be a good fit for you:

  • Executive Bonus Plans
  • Selective Incentive Plans
  • Split Dollar Plans
Get started with a complimentary business assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

TRANSFER OF CONTROL

In this business life cycle stage, your business exhibits these characteristics:

  1. Stabilized or peaking sales volume or slight decline.
  2. Challenged to increase profitability.
  3. Growth comes from new lines or production improvements.

Does this sound like your business?

These services and products would be a good fit for you:

  • Business Continuity Planning
  • Business Exit Planning
  • Merger, Acquisition, or Going Public
  • Advanced Estate
Get started with a complimentary business assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

Finances For Individuals

Your family, life, and priorities are unique to your personal situation. At Mobius Financial Advisors, we understand this and customize a financial plan that fits your life today as well as into the future.

Whether you’re beginning your career and just starting to build wealth, or planning for the next career step and leaving your legacy, with Mobius Financial Advisors by your side, what you build within your family, community, and financial investments will carry forward.

Retirement is front of mind for many people, but what it means to you may look different from what it means to your neighbor. We’re here to help you navigate the many life decisions that come with retirement planning and to help you develop the best path possible to meet these goals.

Is Retirement Planning a priority for you?

Get started with a complimentary individual assessment.

Let’s talk: 940-391-5336

Did you know that there are many different types of insurance outside of the standard home, auto and life insurance options that most people are familiar with? Have you ever considered using an insurance plan to help fund your charitable gifts? Having a comprehensive plan that includes insurance is critical and can often lead to a lower level of risk within your overall financial plan.

Mobius offers a comprehensive selection of insurance solutions so that we can determine and recommend the best options for your individual situation. We also have a specialized focus in planned giving within insurance solutions.

Is Retirement Planning a priority for you?

Get started with a complImentary individual assessment.

Let’s talk: 940-391-5336

Are you confident that your financial plan, investment portfolio and/or savings are positioning your resources to meet your goals? Have you clearly set your investment goals? Mobius Financial Advisors works closely with clients like you to review your existing investment portfolio, determine if any changes are needed and monitor your investments on an ongoing basis.

Is it time for an Investment portfolio checkup?

Get started with a complimentary business assessment.

Let’s talk: 940-391-5336

Do you have a young and/or growing family? Are you prepared for the education expenses that your children will accumulate over the first two and a half decades of their life? College tuition in 2033 is projected to be over $320,000 for private colleges and close to $100,000 for public in-state universities – not including room and board and other expenses.1

As of 2016, for private schools K-12 alone, the median national average totals over $230,000.2

These costs add up quickly; you need a plan to help ensure the best education for your children, and maybe even yourself. With today’s changing tax landscape, it’s even more critical for your financial advisor to understand your options and be able to guide you through them step by step.

Is it time to make Education Planning a priority?

Get started with a complimentary business assessment.

Let’s talk: 940-391-5336

Finances For Individuals

Your family, life, and priorities are unique to your personal situation. At Mobius Financial Advisors, we understand this and customize a financial plan that fits your life today as well as into the future.

Whether you’re beginning your career and just starting to build wealth, or planning for the next career step and leaving your legacy, with Mobius Financial Advisors by your side, what you build within your family, community, and financial investments will carry forward.

Retirement Planning
Insurance Planning
Investments
Education Planning

RETIREMENT PLANNING

Retirement is front of mind for many people, but what it means to you may look different from what it means to your neighbor. We’re here to help you navigate the many life decisions that come with retirement planning and to help you develop the best path possible to meet these goals.

Is Retirement Planning a priority for you?

Get started with a complimentary individual assessment.
Let’s talk: 940-391-5336

Schedule an Appointment

INSURANCE PLANNING

Did you know that there are many different types of insurance outside of the standard home, auto and life insurance options that most people are familiar with? Have you ever considered using an insurance plan to help fund your charitable gifts? Having a comprehensive plan that includes insurance is critical and can often lead to a lower level of risk within your overall financial plan.

Mobius offers a comprehensive selection of insurance solutions so that we can determine and recommend the best options for your individual situation. We also have a specialized focus in planned giving within insurance solutions.

Is Insurance Planning a priority for you?

Get started with a complImentary individual assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

INVESTMENTS

Are you confident that your financial plan, investment portfolio and/or savings are positioning your resources to meet your goals? Have you clearly set your investment goals?

Mobius Financial Advisors works closely with clients like you to review your existing investment portfolio, determine if any changes are needed and monitor your investments on an ongoing basis.

Is it time for an Investment portfolio checkup?

Get started with a complimentary business assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

EDUCATION PLANNING

Do you have a young and/or growing family? Are you prepared for the education expenses that your children will accumulate over the first two and a half decades of their life? College tuition in 2033 is projected to be over $320,000 for private colleges and close to $100,000 for public in-state universities – not including room and board and other expenses.1

As of 2016, for private schools K-12 alone, the median national average totals over $230,000.2

These costs add up quickly; you need a plan to help ensure the best education for your children, and maybe even yourself. With today’s changing tax landscape, it’s even more critical for your financial advisor to understand your options and be able to guide you through them step by step.

Is it time to make Education Planning a priority?

Get started with a complimentary business assessment.
Let’s talk: 940-391-5336
Schedule an Appointment

Check Out the Latest Tools & Resources

Information is power, and ensuring you have the information you need to make important decisions is critical.

Working with Mobius Financial Advisors ensures that you don’t have to use these calculators and figure it out yourself. However, if you prefer to do this on your own, we want you to have the tools you need at your fingertips.

Community Events

At the heart of Mobius Financial Advisors is our desire to be an active member of our community, contributing our time, talent, and treasure. We strive to help others to realize their philanthropic goals.

We invite you to join us as we’re out and about in the coming months.

CHECK BACK REGULARLY TO LEARN MORE
ABOUT OUR UPCOMING CLASSES

Continuing Education

We partner with CPAs and other professional service providers to offer you high-quality ongoing continuing professional education (CPE).

Check out our upcoming in-person, and online opportunities to keep you moving forward in your career.

CHECK BACK REGULARLY TO LEARN MORE
ABOUT OUR UPCOMING CLASSES

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LET’S TALK

See something here that’s sparked your interest?

That’s our goal!

Please contact us to have a no-nonsense discussion with you to see if we can help you. And we promise, if we can’t help you, we’ll use our network of partners to get you to another person that can help.

Schedule an Appointment