FAMILY CFO

WHEREVER YOU ARE IN LIFE, WE GO FURTHER TO MEET YOUR UNIQUE NEEDS.

No matter what stage you’re in on your wealth journey, we go to extraordinary lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house expertise, and a proven track record of real-world solutions. Plus, we are ready to meet you where you are, accommodate your busy schedule, and engage you in the way that you prefer.

SERVICES

OBJECTIVE ADVICE

Receive objective, unbiased advice that’s customized to your goals, guided by your best interests and informed by our experienced teams and in-house investment department.

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COACHING EDUCATION

Learn about new opportunities to help you save more for the future, define a personal vision of financial independence, or launch the next generation on the road to wealth.

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PHILANTHROPY

Make an impact on the causes you care about while minimizing your tax liability.

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SAVINGS PLAN

See how to better manage your cash flow, minimize interest costs, and optimize cash positions. We help you prepare for the future by making the most of tax-advantaged recommendations, employer-sponsored plans, and educational savings plans.

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LIFE TRANSITION PLANNING

With meticulous planning and steadfast reassurance, we can help you prepare for the birth of a child or grandchild, the launch of a new venture, the sale of a business, or a long-awaited retirement.

ASSET PROTECTION

We help young families guard against risks to their earning potential, and help established families protect assets and reorient their investments toward capital preservation.

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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, you can rely on the proven expertise of your Moneta estate planning team.

TAKE YOUR FIRST STEP WITH MONETA

RECENT ARTICLES

Investment Report: Another Look at High Yield

Jun 29, 2020

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of...

Year-End Tax Planning Opportunities

Dec 10, 2019

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We...

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

May 13, 2020

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...

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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.