Ep. 6: RIA Announcement Video
July 24, 2025
Guest(s):
Watch for an exciting announcement from Derek!
Transcript
Derek: Hey everyone, it's Dererick Moffett with Moffett Financial Strategies. I'm excited to share some good news with you today. You know, over the years, I have plugged Moffett Financial Strategies into larger registered investment advisory firms or RAAS. Well, due to the fact that we've grown over the years, it's time for us to launch our own RAIA.
And this new entity will allow us to better tailor our services to meet your needs. With the new RAIA, we've got some exciting new announcements. First of all, we're going to onboard a brand new client service associate/financial planner that will be 100% devoted to taking care of you. Two, we're going to add a new adviser at the end of the year. And three, we have a new investment offering with Orion and Towns Square Capital that will let us elevate the investment services that we're currently providing. Now, I'd like to reassure you with a couple of things.
One, your LPL accounts will stay the same. Your online access will LPL will stay the same. Your fees will stay the same. You won't have to open any new accounts. In fact, we'll just have to sign a new investment advisory agreement with the new firm.
We are really excited about this next chapter and all the opportunities that it brings. Thank you so much for trusting in us. If you have questions, I've created a frequently asked question flyer and attached it to this email. You can always reach out to me if you've got questions as well. I'm happy to visit with you. Thank you so much for your continued trust in us and we look forward to seeing what this new chapter brings.







