Founded by Kalyna Mrochek, Moxie Wealth Management is a Registered Investment Adviser (RIA) that provides comprehensive financial planning and wealth management services. The firm operates on a fee-only basis, meaning it is compensated solely by its clients, not through commissions on product sales, and acts as a fiduciary, which legally requires it to act in its clients' best interests. Its mission is to empower its niche clientele of female breadwinners and high-achieving couples to achieve financial independence and live their ideal lives through tailored financial strategies.

Founded in

United States