David Sadler

CPA, CFP®, PFS, AWMA®

dsadler@monetagroup.com

(314) 244-3241

As a Family CFO, Moneta Group Partner Dave Sadler approaches his work with two main goals in mind: listening to clients to clearly understand their family’s financial objectives and developing personalized strategies to attain these objectives.

Dave works with his team to deliver the knowledgeable, objective advice and proactive service needed to maintain successful long-term client relationships. The Sadler Georgen Harmon Team (SGH) strives to serve as an advocate for every family with the professional relationships developing into personal friendships based on trust and confidence.

The SGH Team includes two additional partners, Nancy Georgen and Kara Harmon providing a high level of overall team depth and expertise. An ongoing focus of the SGH Team is building a sustainable practice to serve clients and their families for generations.

Dave joined Moneta Group as Partner and Advisor in 1995. Prior to joining Moneta, Dave was a manager in the Personal Financial Services practice for Price Waterhouse providing tax and financial planning advice to high net worth families. Dave received his Bachelor of Science in Accountancy, magna cum laude, from the University of Tulsa.

Outside of Moneta, Dave enjoys golf and other outdoor recreation. He lives in Glendale, Missouri with his wife, Christine, and their two daughters, Kendall and Jordan.

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Personal Financial Specialist
Accredited Wealth Management Advisor℠
Moneta Board and Executive Committee Member
Algonquin Golf Club, Past Board Member
Ronald McDonald House Charities, Board Member and Chair of the Development Committee

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

David Sadler

COLEMAN POP

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?