Heffernan Team | Moneta | Fee Only Financial Planning | Investment Advisors

The HEFFERNAN Team

ABOUT US

Will I have enough money for my retirement? Is my wealth protected?

On the Heffernan Team, we know these concerns can keep you up at night. As Family CFOs, our goal is to eliminate these anxieties for you and your family. We serve as your financial advocate, providing not only the knowledgeable advice you expect but the ‘Raving Fan’ service you deserve.

We care about our clients, take great satisfaction in seeing their goals fulfilled and go the extra mile to ensure they are attained. You can put your mind at ease knowing you have a trusted partner committed to acting only in your best interest.

TEAM MEMBERS

Senior Client Service Manager

Patty Haguewood

Operations Manager

Hunt Lucas

Client Service Manager

Alexander Norath

Client Service Manager

Linda Weber

Client Service Administrator

News & UPDATES

$23B Wealth Management Firm, Moneta, expands to Kansas City and continues to build national scale

ST. LOUIS, September 23, 2020 – Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its...

Barron’s ranks Moneta among nation’s Top 10 RIAs for combination of quality and scale

Moneta immediately stands out among other top Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of...

Investment Update: Election Year Market Impact

Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social...

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Call Us

(314) 735-9159

Visit Us

100 South Brentwood Blvd.
St. Louis, Missouri, 63105

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation 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 families.

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).

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.