Principal Tony Dorn adds NFLPA Registered Player Financial Advisor to Moneta Group’s growing list of professional designations.
Moneta Group, a leading provider of personalized “Family CFO” services, is pleased to include NFLPA Registered Player Financial Advisor to its growing list of over 180 professional designations. Principal Tony Dorn is one of only four advisors in the state of Missouri on the NFLPA’s list of registered advisors for athletes.
“I feel very fortunate to be given this opportunity to work with athletes to help them understand their financial situations,” says Tony Dorn, Principal and Certified Financial Planner™. “It’s not just about managing their finances today, it’s about teaching clients the fundamentals of finance and preparing them for whatever their future holds. Financial literacy is so important, and I make sure that my clients have a clear understanding of where they stand and how we’ll work together to achieve their goals.”
Dorn brings more than 13 years of business experience to his role. After earning his Bachelor of Science degree in Financial Planning from the University of Missouri—Columbia and his MBA from Maryville University, Tony worked as an Investment Representative with Edward Jones which gave him insight into the brokerage side of the industry. Looking for more opportunities to act in his clients’ best interests without limitation, Tony joined Moneta Group in 2002.
“As fiduciaries, we act only in the best interests of our clients” Dorn says. “At Moneta Group we take that commitment even further by fully understanding that each client’s needs are unique. This is especially true for athletes as much of their money is accrued in an average of 5 years or less, a very short period of time. If an athlete isn’t equipped to make well-informed choices in budgeting and cash-flow now, errors made in the height of their career could be detrimental later in life. Not only does this affect the athlete, but those who depend on them as well, their family.”
About The Halls Dorn Wagganer Team and Moneta Group
Tony Dorn and his team are part of Moneta Group Advisors, LLC, headquartered in Clayton, Missouri. Founded in 1869, Moneta provides fee-based, Family CFO services to a select group of successful families and businesses in an objective manner, doing only what is in the best interest of its clients. Advice is offered across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning, and education funding.
Moneta is widely recognized for its accomplishments, including recently being named “Best Family CFO” in the United States and “Best Family Office” in Missouri by Wealth and Finance International, a “Top Workplace,” earning first place in the Ethics and Values category by St. Louis Post Dispatch, and being named a “Top 4 Trusted Advisor” by National Advisors Trust.
For more information about Tony Dorn and The Halls Dorn Wagganer Team, visit www.monetagroup.com/hallsdornwagganer.