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

CPA, CFP®, PFS, MBA

Cynthia Kirkpatrick

Patty Haguewood

Operations Manager

Senior Client Service Manager

Client Service Manager

Client Service Manager

Alexander Norath

Client Service Manager

Client Service Administrator

News & UPDATES

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker...

Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants

Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants

Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business...

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CONTACT US TO LEARN MORE

Call Us

(314) 735-9159

Visit Us

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

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TESTPOP

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 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 clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

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).