WHAT WE BELIEVE
- We create enduring value for our clients and their families through a deeply instilled ethic of personal service.
- We can only maintain our position as an innovative leader in the community by offering advanced planning of exceptional quality.
- We earn the right to work with clients each day – by only acting in their best interests and by dealing with others as we would have them deal with us.
WHO IT IS FOR
The premier choice for individuals who desire objective financial advice and a family-office experience, with the backing of one of the country’s largest independent advisory firms. We not only coordinate a client’s financial affairs, we help design family mission statements, provide financial education, advise on complex family or charitable gifts and much more.
HOW IT WORKS
Our independent structure creates a fiduciary advisor relationship, allowing partnerships with our clients to be built on trust and transparency. Each family typically works with two to three handpicked members of the team best suited to provide the personal, customized solutions for the client’s specific financial needs. With less than 10 clients per professional*, we consistently give our clients the world-class attention and service they deserve.
WHO WE ARE
The Finerty Team prides itself on being one of the nation’s premier wealth management groups by helping our sophisticated clients achieve their goals through advanced planning techniques and a passion for problem solving. Our team of Certified Financial Planners, Chartered Financial Analysts, MBAs and JDs has the privilege to work with high-net-worth families, business owners, corporate executives, foundations and endowments. We share a common mission: to do what is necessary to achieve the best result for our clients and their families. We are especially proud of the multi-generational relationships upon which our Team has advised for decades.
Led by one of Moneta’s longest tenured partners, the Finerty Team is uniquely qualified to serve as your Family Office. Overseeing billions of investment dollars and with a depth of knowledge gained through years of experience in complex investment, estate and tax planning, efficient asset allocation, charitable giving and education planning, our Team helps craft and execute a plan that is tailored to each client’s unique situation and goals.
Outside of work, we are also deeply passionate about our community, and can be found volunteering our time at organizations such as The Muny, St. Louis Zoo, Donald Danforth Plant Science Center, St. Louis Symphony, Forest Park Forever, St. Louis Art Museum, Ronald McDonald House and Boys & Girls Clubs of St. Louis, among many others. We can also be found rooting for our favorite teams around town: The Cardinals, Blues, Tigers and Billikens.
It is our job to work closely with clients to make their lives seamless by solving whatever needs they might have. With that in mind, we work closely with other premier service advisors to provide a comprehensive resource for recommendations and guidance – ranging from attorneys and bankers to private transportation or in-home help for a family member, we are here to help.
Please contact us to find out more about how we can help you achieve your goals. And, if you see us in the community, feel free to stop and say hello. We’d love to chat.
*As of the date of this posting, the Finerty Team was comprised of 16 employees providing services to 223 households. In addition, 6.9 of Moneta’s central services employees have been allocated to the Team as “employees” solely for purposes of these metrics based on the Finerty Team’s proportionate share of overall firm revenue for the prior 12-month period as of October 19, 2018.