A man in a suit and tie smiles at the camera with a blurred cityscape in the background.

Wayne Moss, CFP®

Senior Wealth Advisor, Shareholder

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Education

BA, Shorter University

Certification(s)

CFP®

Specializations

Office Location

Atlanta (HQ)

Wayne has spent his entire career serving as the personal wealth advisor to affluent families and individuals throughout the country. He leads a team of professionals at HB Wealth that assist clients in the development of comprehensive wealth management strategies. His counsel includes custom guidance in all areas of the wealth management complex. He specializes in developing and implementing personalized investment strategies, retirement transition planning, individual income tax planning, estate planning, and executive compensation.  Wayne has led client service teams in advising Fortune 500 corporate officers, entrepreneurs, and individuals who have experienced sudden wealth (inheritance, lottery, business liquidity, divorce, etc.).

Wayne joined HB Wealth in 2008 and is a CERTIFIED FINANCIAL PLANNER® professional. He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). He graduated Cum Laude from Shorter University in Rome, GA with a degree in Finance and a minor in Economics.

An active member of his community, Wayne has served as the President of the Rotary Club of Woodstock and currently acts as the club Treasurer. He is involved with many local organizations in Cherokee County .

In his free time, Wayne enjoys staying active, traveling, spending time with family, reading, and sports.

Verified Client Reviews

The following reviews are from HB current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our Verified Ratings and Reviews Publishing Program page.

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