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.


Mose Richardson Jr.

Financial Advisor

Certified Exit Planning Advisor

Meet Mose, a highly experienced financial advisor who specializes in helping business owners make smart financial decisions and navigate the often complex process of transitioning out of their business. With 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.

One of Mose’s core strengths is the ability to communicate complex financial concepts in a way that is easy to understand. Mose takes the time to get to know each client on a personal level, gaining a deep understanding of their unique goals, concerns, and financial situation. This personalized approach allows Mose to tailor recommendations to each client’s specific needs, ensuring that they receive the best possible advice and support.

If you are a business owner looking for a financial advisor who can help you make smart financial decisions and successfully transition out of 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
Cash management
Financial planning
Business succession
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

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 

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


Investment management

Estate planning strategies

Estate planning strategies

News & Insights

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, 2021