Sarah Mouser (CCPS®, CDFA, CFP®)
Sarah Mouser focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Estate & Generational Planning Issues
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Estate & Generational Planning Issues
Planning Specialties
Independence is a key factor in providing clients a customized solution. Our mission is to focus on the preservation and growth of our clients’ financial assets and their family legacy and to provide transparent and unbiased financial advice.
Additional Information
As the Managing Director of Financial Planning at Verdence, Sarah Mouser works closely with the entire Verdence team to develop custom, individualized planning strategies for clients. She helps the firm’s financial planning services to stay ahead of the curve delivering seamless, integrated and holistic solutions. Sarah also oversees the firm’s training and mentorship programs to support career development.
With over 20 years in wealth management, she specializes in strategic financial planning, tax strategies, education planning, estate and legacy planning, and elder care. Beyond work, Sarah serves on the Board of Directors for a nonprofit supporting individuals with dementia and is a founding member of Virginia Tech’s Financial Planning and Wealth Management Advisory Board.
NAPFA Start Date
July 24, 2025
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