Your evolving business

Comprehensive wealth management for business owners

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

Employees at warehouse

Mose Richardson Jr.

Financial Advisor

Mose is a highly experienced financial advisor who specializes in helping business owners make smart financial decisions and navigate the complex process of exiting their business. With over 17 years of experience in the financial industry, Mose has a deep understanding of the unique financial challenges and opportunities that business owners face.

Mose is passionate about empowering business owners to take control of their finances and make informed decisions that will set them up for long-term success. Whether you are looking to grow your business, sell your business, or plan for retirement, Mose has the expertise and knowledge to guide you every step of the way.

If you are a business owner looking for a financial advisor who can help you make smart financial decisions and successfully exit your business, look no further than Mose. Contact Mose today to schedule a consultation and take the first step towards a brighter financial future.

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


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


  • Certified Exit Planning Advisor
  • Chartered Life Underwriter®

Exit planning
Business Owners
Business succession
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-3771

Email Me

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

It’s not just okay to plan your exit. It’s critical.

In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
You launched your business with enthusiasm. Prepare for your exit the same way.

*Source: UBS Investor Watch Report “Who’s The Boss,” February 2018 

News & Insights

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.

Advice for business owners

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.

Backed by the strength of UBS

A global leader in wealth management


Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022


Family office services

Euromoney Private Banking and Wealth Management Survey, 2022