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Diane Compardo Named to Barron’s 2020 Top Independent Advisors

Diane Compardo Named to Barron’s 2020 Top Independent Advisors

by Anna McDonald | Dec 1, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office

St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane is ranked among the top 100 Independent Financial...
Barron’s ranks Moneta Partners Brad Koeneman and Diane Compardo among nation’s top advisors

Barron’s ranks Moneta Partners Brad Koeneman and Diane Compardo among nation’s top advisors

by Kelly Fortado | Sep 23, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes

For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as Barron’s most comprehensive listing, encompassing...
Diane Compardo Named to Barron’s 2020 Top 100 Women Financial Advisors

Diane Compardo Named to Barron’s 2020 Top 100 Women Financial Advisors

by Anna McDonald | Jul 31, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family Office

ST. LOUIS — For the fourth consecutive year, Diane Compardo, CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, was named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients....
Forbes spotlights Moneta Partner Diane Compardo among nation’s Top Women Wealth Advisors

Forbes spotlights Moneta Partner Diane Compardo among nation’s Top Women Wealth Advisors

by Daniel Kukla | May 13, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, News Room

Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of the 1,000 women ranked this year, Forbes featured her as one of six advisors...
Matt Schaller Named to Small Business Monthly’s Top 100 St. Louisans You Should Know

Matt Schaller Named to Small Business Monthly’s Top 100 St. Louisans You Should Know

by Amber Wiles | May 12, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office

Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of its 2020 Top 100 St. Louisans You Should Know.  Matt Schaller brings more than a decade of experience in the financial services industry to...
Barron’s ranks Moneta Partner Diane Compardo as a Top 3 Financial Advisor in Missouri

Barron’s ranks Moneta Partner Diane Compardo as a Top 3 Financial Advisor in Missouri

by Daniel Kukla | May 7, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family Office

For the third year in a row, Barron’s named Moneta Partner Diane Compardo to its annual Top 1,200 Financial Advisors rankings. Compardo’s ranking among other financial advisors in Missouri rose to 3rd, up from 4th in 2019 and 7th in 2018. She continues to be...

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Estate Planning: Whether you need basic security for a young family, a sophisticated solution to complex tax challenges or a comprehensive vision that encompasses multiple generations, we have estate planning specialists on hand to consult you through the optimal approach for each situation.

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Asset Protection: Whether you are an established executive or just experienced a sudden increase in earning power, ensuring you manage your wealth wisely is a priority. Optimizing cash flow and cash positions while minimizing taxes and interest costs requires truly objective, expert advice. As Your Family CFO, we serve as your trusted guide in guarding against risks to your earning potential early on before reorienting investments toward capital preservation and asset protection as you approach financial independence.

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Insurance Analysis: One of the most important ways to protect yourself and your family is through insurance. Choosing the type of coverage that is most appropriate for your life’s context will help build a strong base of financial security. 

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Tax Consulting: Our team brings the education and credentials necessary to accurately interpret and communicate changes to the tax law. We do the complicated and time-consuming work of keeping up with all the latest legal nuances so we can continually help you optimize your wealth strategies accordingly.

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Education Planning: Paying for a child’s education is one of the most common major expenses weighing on a parent’s mind because it is so important and so expensive. As Your Family CFO, we empower you to take care of your loved ones through every stage of life.

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Investment Management: Your personal investment strategy should be based on your own personal situation, goals and risk tolerance. We can help customize an asset allocation that is best for you specifically and then proactively monitor your investment portfolio so that it continues to meet your changing needs.

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Social Security Planning: Determining when to claim your Social Security benefits can significantly impact your life in retirement. Choosing the right strategy here requires careful planning with a holistic look at your entire financial picture. As Your Family CFO, we can help you navigate this decision while taking a comprehensive approach to managing your wealth.

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Retirement Planning: There is no such thing as a standard-issue retirement. Your vision of retirement comes from a unique blend of your own personal goals and priorities for when you retire, where you retire, what you do and how you live after you retire. All of this can of course change overnight when life throws unexpected circumstances at you regarding healthcare and family dynamics. As your Family CFO, we help you plan for the retirement you want while protecting against the unknown variables.

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Truly Independent – We are fierce advocates of the fiduciary standard. Being 100% partner-owned frees us up to put clients first in every aspect of how we do business.

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Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

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Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).