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
The Four Stages of a Bear Market
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
How will the 2020 Election Results Affect Tax Policy and the Economy?
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted...
Tax Planning: What to expect if you reversed RMDs under the CARES Act in 2020
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum...
CONTACT US TO LEARN MORE
314-244-3344
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105
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