
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Brian Eller is passionate about helping clients achieve their financial goals while taking a personalized approach to delivering comprehensive financial planning tailored to each client’s unique needs and values. He is dedicated to guiding clients through complex financial decisions, ensuring clarity and confidence throughout their financial journey. While he enjoys the technical side of the business, he finds the most fulfillment in building lifelong relationships with his clients.
Brian and the Williams Team joined Moneta in 2025, drawn to the firm’s alignment with their values and client-first philosophy. Leveraging Moneta’s depth of resources and culture of excellence empowers our team to deliver an enhanced level of service to clients.
Brian graduated from Kansas State University with Bachelor of Science degrees in Finance and Accounting. He began his career at Forvis Mazars Wealth Advisors, LLC (formerly BKD Wealth Advisors) in Kansas City as an associate advisor before moving to the firm’s Chicago office, where he served as a lead advisor to affluent individuals and families. In 2024, he joined the Williams Team at Aveo Capital Partners, attracted by the team’s unmatched commitment to serving clients.
Outside of work, Brian enjoys golf, traveling, and spending time with family. He and his wife met in Kansas City, lived in Chicago, and eventually returned to his hometown of Denver. They are excited to welcome their first child in October.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...