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

Simplifying the SECURE Act and What it Means for Your Estate Plan

Feb 6, 2020

Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the...

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...

Simplifying the SECURE Act and What it Means for Your Estate Plan

Feb 6, 2020

Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the...

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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.

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.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.