Koeneman is One of Only 18 in Missouri Named to List
ST. LOUIS—March 31, 2016—Moneta Group, a leading provider of personalized “Family CFO” services, is pleased to announce that Partner Brad Koeneman, MBA, CFP®, AWMA® has been named one of the nation’s top financial advisors by Barron’s Magazine.
The magazine’s annual listing is released every March and is based on the quality of practices, objectivity, client retention rates, assets under management, and revenue. In evaluating advisors, Barron’s examines regulatory records, internal company documents, and extensive questionnaires completed by the advisors. Mr. Koeneman is one of only 18 advisors named to the list from Missouri.
“Brad is a consummate advocate for his clients and is well‐deserving of this honor,” says Tom O’Meara, Managing Partner at Moneta Group. “He is a talented and trusted advisor who is committed to managing, growing and protecting his client’s assets.”
Koeneman, a 13‐year veteran at Moneta Group, credits his success to his team’s dedication to going above and beyond for their clients.
“Our focus is to make sure that our client’s financial decisions are consistent with their goals,” says Koeneman. “I am honored to be recognized for this work and to be named to such a reputable list.”
In addition to serving clients as a Family CFO, Brad sits on Moneta Group’s Board of Directors and is an avid civic leader, devoting his time to numerous causes. He currently serves the YMCA of Greater St. Louis as the Chairman of the Investment Committee, Executive Committee, Finance Committee, and was formerly chairman of the Annual Fund. He previously served as an Advisory Board Member for the Edgewood Children’s Center (Great Circle), the Corporate Committee for the St. Louis Zoo, and the major gift Co-Chair for Mary Institute and St. Louis Country Day School (MICDS).
With more than $14 billion in assets under management, Moneta Group is one of the nation’s largest independently‐owned financial planning organizations, serving clients and their financial goals since 1869.