Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride and frustration anyone can possibly experience within the exact same moment. And that’s just from picking out little Buddy’s first car seat. Now...
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of those is the large increase in income that occurs after residency. Physicians typically go from making an annual salary...
If you waited until the last minute to work on your tax return or give the necessary information to your tax preparer/CPA, do yourself a favor and file an extension. Many people are afraid that extending your tax return is an automatic red flag to the IRS, but this is...
By Brighton Samet, Moneta Tax Planning Consultant You can contribute more to your retirement accounts in 2019 – and it’s not too late for 2018 contributions. Many retirement plan dollar limits increased due to cost-of-living inflation adjustments, effective January 1,...
At Moneta, we believe that it is important for High Net Worth individuals to sit down with their adult children and discuss the family’s long term financial plans. We call this a Family Meeting. Learn more by watching our latest video featuring Estate Planning...
Question 1: What is a Phishing email? These are emails that will typically direct the recipient to take some action that will ultimately result in the individual providing personal information, funds or both to a criminal or individual with criminal intentions. Often,...
Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?
Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.
Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.
The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.
![Moneta Group’s Customized Services: Family Meetings [VIDEO]](https://monetagroup.com/wp-content/uploads/2015/07/Family-Portrait.jpg)
