Partners Joe Sheehan and Eric Kittner take their roles as Family CFOs seriously. They are dedicated to helping clients protect and manage their assets; and with each client, they build unique, strong strategies that meet each person’s individual goals and objectives.
There is no ‘one-size-fits-all’ plan at Moneta. Instead, Joe and Eric structure their entire practice around providing ‘Raving Fan’ service to a select group of successful clients with complex financial issues.
In order to provide the best possible guidance, the Sheehan Kittner team goes above and beyond to build personal relationships with each family they consult, striving to meet every specific need beyond satisfaction. This client advocacy allows clients to prosper and pursue their hopes and dreams without hesitation.