
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...


Brandon Miles joined Moneta as a Client Service Manager for the Heffernan Team to build professional relationships and further his knowledge of the financial industry while helping clients achieve their goals. He enjoys problem solving for clients while learning more about their specific circumstances and aspirations so he can serve them better.
Brandon earned his Bachelor of Science from Miami University’s Farmer School of Business in Oxford, Ohio.
Away from work, he spends his time traveling, listening to music, cheering on St. Louis sports teams, and finding ways to stay active.
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December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...