ST. LOUIS—March 16, 2018—Clayton-based Moneta Group, an independent Registered Investment Advisor (RIA) that provides financial advice to successful families and retirement planning for businesses, is pleased to announce that Partners Diane Compardo, CPA, CFP®, PFS, AWMA® and Brad Koeneman, MBA, CFP®, AWMA® have been named as two of our 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.
Compardo and Koeneman are two of only 18 advisors named to the list from Missouri, of which only three work for RIAs. This is Compardo’s first time on the Top 1,200 list and Koeneman’s third.
Compardo, who manages one of Moneta’s largest teams, works with every client to set goals and objectives and make measured financial decisions. She credits her team’s success to being able to form long-lasting client relationships.
Koeneman, a 15?year veteran at Moneta, credits his success to his team’s dedication to going above and beyond for their clients, always focusing on making sure that each client’s financial decisions are consistent with their goals.
In addition to serving clients, Compardo and Koeneman are avid civic leaders, devoting their time to numerous causes.
Compardo is actively involved on the Board of Directors for the United Way of Greater St. Louis. She also serves as a Board Member and Investment Committee Member for the Southern Illinois University Foundation.
Koeneman currently serves the Gateway Region YMCA as the Vice Chairman of the Board, is the Chairman of the Investment Committee, and sits on the Executive Committee and Finance Committee. He was formerly Chairman of the Annual Fund.
With more than $22 billion in assets under advisement, Moneta is one of the nation’s largest independently?owned financial planning organizations.