We are Your FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.
Questions you should ASK your advisor team
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
Denver: Our New Frontier
When Moneta opened its first expansion office in Denver, our team sent an advisor to the new location and hired another advisor locally. We are excited about how this helps us serve our existing clients in the Denver area, and we look forward to starting new relationships as well.
MEET THE TEAM
Our Team News
Estate Planning Considerations under the Biden Administration
By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications...
Moneta in the News: June 2021
In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on a variety of...
INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As...
CONTACT US TO LEARN MORE
314-244-3344
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105
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