Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Crane

Mose Richardson Jr.

Financial Advisor

Certified Exit Planning Advisor

I help business owners make informed decisions with their money so they can spend more time focusing on growing their businesses.

I use a comprehensive process to help clients address their key concerns: create a road map to successfully exit their business, make better decisions with money, mitigate their taxes, take care of their family members, protect their assets and magnify their charitable giving. I work with a network of professional advisors to help clients maximize the probability of achieving everything that is important to them.

I'm an Indiana HOOSIER fan. I live in Miamisburg with my wife and children. I like golf, jazz music and spending quality time with family and friends.

Registered States:
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • NC
  • NJ
  • NV
  • NY
  • OH
  • WV

Education

  • M.B.A., Tiffin University
  • B.A., Indiana University

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Life Underwriter®

Exit planning
Business Owners
Cash management
Financial planning
Business succession
Entrepreneurs
Investing
401(k) plan services
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-3771

Email Me

Mose Richardson Jr. is also part of:
Business Transition Consultants

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What are business owners thinking and doing now?

Explore ideas and strategies for success in ‘The new paradigm’

‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Business transition and succession planning

Business transition and succession planning

charts

Investment management

Estate planning strategies

Estate planning strategies

News & Insights

Backed by the strength of UBS

A global leader in wealth management

#1

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Global leader

UBS is a world-leading wealth manager