About Skip Moosher
With over 38 years of experience at the firm, Skip acts as the senior partner of the Independence Wealth Management Group in Washington, DC, overseeing assets under management in excess of $2 billion (as of March 2024). Skip has built his career around hard work and doing the right thing for his clients, colleagues and the community. He has thoughtfully assembled a team of talented financial professionals at Independence Wealth, instilling them with a client-first focus and dedication to trusting relationships. Sharing his experience with fellow team members and supporting their professional development are key tenets of the team’s success.
As one of a select group of individuals approved as an International Client Advisor, Skip manages portfolios both domestically and throughout 40 countries. His areas of concentration include investment management, asset allocation and estate planning for high net worth individuals and families across the globe.
Skip has repeatedly been recognized by Barron's as one of the Top 1,000 Advisors in the US and, by Forbes as a Best-In-State Wealth Advisor, and by Morgan Stanley as a President's Club member. He enjoys sharing his passion for the wealth management business and serving as a mentor, as well as speaking with those interested in a career in wealth management. Within the Washington, DC community, he supports the Georgetown Main Street civic association and Morgan Stanley’s local fundraising efforts for Covenant House
Skip is a magna cum laude graduate of The State University of New York at Oswego and lives in the heart of Georgetown. Outside of work, Skip enjoys golf, skiing, live music, visiting his daughters in New York City and exploring the Blue Ridge Mountains.
Securities Agent: ND, IN, VI, OR, MS, CA, WV, OK, LA, WA, TX, PA, OH, MI, NC, MO, KY, GA, DC, ID, IL, WI, VA, UT, SC, NH, IA, CT, AL, MN, AZ, VT, PR, NY, NV, NJ, FL, DE, CO, WY, TN, RI, NE, MD, MA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1295546