Ernest Moosherr MBA ChFC®
Founder & Wealth Advisor
Ernie is a veteran in the financial planning world, developing a multi-generational team of professional advisors and serving a diverse client base for over 30 years. Working with people at all stages of their careers, family estates, and closely held businesses, he prides himself on his client-first approach; one that seems to be long-forgotten among some in the financial industry.
Creating a practice based on genuine care for each client’s unique planning situation has allowed Ernie to foster strong relationships, and he’s grateful to call many of his clients friends.
Adding to his professional experience, Ernie is a graduate of Loyola University Maryland, earning a Bachelor of Business Administration, followed by an MBA from Loyola’s prestigious Sellinger School of Business and Management. Ernie also holds a Chartered Financial Consultant (ChFC®) professional designation through the American College.
Ernie and his wife of 28 years, Staci, have lived in Michigan since 1996 and raised three children who now reside in Santa Monica, CA and Boulder, CO. The Moosherrs enjoy traveling the country, often spending the summer in Charlevoix, MI and the winter in Scottsdale, AZ -- both excellent locations for family-favorite activities like boating, golf, hiking, and biking.