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Our Teams in Kansas City
Moneta’s Kansas City team partners with clients to create and execute a long-term, holistic plan that addresses every aspect of their financial life. We partner with our clients to develop a plan to withstand the ever-changing market conditions, tax law, and regulations.
We operate as the central point of contact to implement your plan with your team of advisors, CPAs, and attorneys working on your behalf. We ensure that all of your specialists communicate seamlessly. Our teams in Kansas City are backed by the longevity and leadership of Moneta, a Registered Investment Advisor (RIA) firm for 30+ years.