Moat Wealth Associates is an independent financial services firm that is committed to offering personalized assistance to individuals and families in pursuing their financial goals and living their dreams. Our services include investment planning, Goal Oriented Advisory, Basic Financial Planning and Mutual Fund Portfolio Advisory and wealth management solutions tailored for your current and future needs. Our vision is to provide independent, high quality and customized planning solutions to our customers thereby creating a ‘moat’ through the magic of compounding, which puts our customers on a path towards financial freedom.