On the Koeneman team, we strive to simplify our clients’ financial lives. We start by working to understand all the pieces of the puzzle—we get to know you, your history and your goals—and then we dedicate ourselves to ensuring all future financial decisions serve those needs.

We are proud to bring extensive technical expertise to the table, but find that our true differentiator is the emphasis we put on providing high touch service. We are especially dedicated to keeping client-to-advisor ratios extremely low. In fact, our Client Service Managers never serve more than 25 families, which allows them to build intimate relationships with every client.

Because we maintain such low ratios, we are both proactive and extremely responsive with client requests. Our team is always eager and able to serve in whatever format best suits your needs—from in person meetings, to video chats, from texting, to late-night emails, we are focused wholly on serving you. Plus, this flexible approach allows us to seamlessly serve clients in every corner of the nation.

Last but not least, we are proud to be a sustainable, multi-generational team. This ensures that our high touch service has continuity of care that spans generations.

If you’d like to learn more about us, please check out our team bios below!


Moneta in the News: June 2021

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...


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