We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely respected “Nerd’s Eye View” blog on Kitces.com. Maggie opens up about her personal journey in the financial advisory industry and the pivotal decisions that led her to Moneta—a firm where she found not only the resources to grow her practice but also a clear path to equity ownership.
Maggie’s story is one of resilience, vision, and leadership. She began her career at a wirehouse, where she gained valuable business development training and built strong relationships with fellow advisors. However, despite her success, she found herself limited by a lack of opportunity for ownership. Seeking more autonomy and a chance to build something lasting, Maggie transitioned with her team to an independent RIA. Yet, without the infrastructure and support of a larger firm, the challenges mounted—and the path to equity remained elusive.
That’s when Maggie made the bold decision to join Moneta.
At Moneta, Maggie found the best of both worlds: the scale and resources of a national firm—cutting-edge technology, deep planning expertise, and operational support—combined with a culture that empowers advisors to build and own their practices. Through Moneta’s structured path to partnership, Maggie was able to grow her client base, take over a retiring advisor’s book of business, and ultimately become a Partner through an earn-out structure and equity buy-in.
Her journey is a testament to Moneta’s commitment to advisor independence and ownership. We believe that advisors thrive when they’re supported by a robust platform but still retain control over their client relationships and business decisions. Maggie’s success reflects the power of that model—and the kind of entrepreneurial spirit we champion at Moneta.
To hear Maggie’s full story and insights, listen to the podcast episode here.
Disclosure:
Assets under management as of November 2025 are approximate and differ from the firms ADV filing as of December 31, 2024
© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified. Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
