In Larry’s Words
After several years of navigating the limitations of a bank-owned broker-dealer, Larry Moss knew something had to change. While the firm claimed to offer independence, Larry quickly found that management’s focus on high-commission products and bottom-line results conflicted with his fiduciary commitment to clients. Constrained by corporate priorities, he felt his ability to provide unbiased, process-driven advice was compromised.
Moss Financial Services is dedicated to helping families, small businesses, and retirees achieve their financial goals with personalized, client-first financial planning. Larry’s approach emphasizes finding the best solutions for his clients, not pushing products.
That’s why he returned to Silver Oak Securities. After stepping away, Larry realized the value of Silver Oak’s supported independence. With the flexibility to choose the right tools and technology without inflated costs, Larry regained control over his practice. Silver Oak’s advisor-centric model empowers him to deliver the tailored, transparent service his clients deserve.
Watch this interview to hear Larry’s journey and how Silver Oak helps him thrive.
