Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the firm as Partners, effective January 1, 2020. “These four have completed the Partner-in-Training program and met the rigorous...
Both Financial Advisor Magazine and Real Assets Adviser featured Moneta in a cover story in the last year. Their in-depth articles highlight the firm’s success and demonstrate trust and respect in the firm as a source, story and model for the financial planning...
The St. Louis Business Journal selected Susan Gerard as one of 14 winners for its inaugural “C-Suite Awards,” which recognize a class of C-level leaders in the region who made the biggest impact on their companies in 2019. This honor comes just three months after...
More than $3 million donated to 300+ local nonprofits since 1999 ST. LOUIS, Dec. 3 – Moneta financial advisors celebrated the Moneta Charitable Foundation’s 20th anniversary with a record-setting pledge campaign in 2019. The financial planning firm raised an all-time...
Dunston Financial Group will partner with $24B (AUA) Moneta to gain the advantage of large-scale resources and support while maintaining entrepreneurial independence DENVER, Oct. 3 – When rapid growth created the need for scalability, infrastructure and a long-term...
Download the PDF version here. MonetaSM immediately stands out among the other Top 5 Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of its selective number of clients served, advisors employed and operating...
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.
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
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.
WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?
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.
Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.
We outline the optimal path to preserve and grow assets across multiple generations.
We develop and implement the best plan to educate and encourage family members for generations to come.
We help determine the future role of the business in the family enterprise.
