No matter where you are in life, we’ve got you covered

The Koeneman Team

The Koeneman Team’s technical expertise combined with our high-touch service sets our client experience apart. We are always eager to serve you, however you need. From in-person meetings to video chats or late-night emails, we are here for you.

Years of Tenure

Designations

Clients Per Advisor

repetition is no coincidence

SEVEN STRAIGHT YEARS

Barron’s named Brad Koeneman to its annual Top 1,200 Financial Advisors rankings for seven straight years. The rankings recognize outstanding advisors from across the nation. Advisors are ranked based on factors such as size, regulatory record, quality of practice and philanthropic work.

NATIONWIDE COVERAGE

Today, our clients span from coast-to-coast. As we continue to grow, we are committed to maintaining a staff size that not only serves clients proactively, but also is extremely responsive to client requests. You are our priority, and we are your advantage.

custom advice for all stages of wealth

Personal CFO

No matter what stage you're in on your wealth journey, we are there to guide you. Moneta personal Chief Financial Officers provide exceptional attention, access to in-house expertise and a proven track record of real-world solutions. Simplify your financial life. Let us be your advantage.

FAMILY OFFICE

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 with generational wealth. We provide the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size, scale and reputation. We do more so you can too.

Emerging Affluent

Our team serves individuals and families in every stage of the wealth life cycle – including young high earners on track to building lasting wealth. As your dedicated financial advisor, we take time to gain a deep understanding of your financial trajectory. With this trusted relationship in place, we can then help strategically guide you towards your goals while still accounting for your current needs through a personal, customized approach.

INSTITUTIONAL RETIREMENT PLANS

We know what it’s like to help business owners navigate the many financial concerns they face. For retirement plan sponsors, our team remains committed to keeping organizations protected and participants on track through high-touch service, results-based participant education and unbiased investment advice – all honed through decades of experience for qualified and non-qualified plans.

Foundations & Endowments

As your fiduciary, our team provides high-touch service and unbiased financial advice for your institution’s needs from due dilligence and documentation to investment selection and monitoring. We work with managing committees collaboratively to apply a rigorous, time-tested investment process and philosophy to help your organization meet its goals.

MEET OUR TEAM

We are proud to be a sustainable, multi-generational team, ensuring our high-touch service preserves its continuity of care for both you and your next generations. Our team’s collective experience, skills and expertise is tied together by a common passion for your success as we develop and oversee a plan that is as unique as your family.