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Eloise Schlafly

Senior Advisor

CFP®

Eloise Schlafly loves her clients. As their Family CFO, she serves as their go-to resource for all financial family matters. From tax planning to estate conversations, from changing education goals to understanding investment implications, Eloise is available to help her clients. She delivers a level of service and loyalty to her clients that only a completely independent,100% Partner-owned company like Moneta can offer.

Eloise joined Moneta immediately after earning a B.A. in Economics from Rhodes College.

Hanging out with nieces, nephews or Godchildren, Eloise stays active with her family and friends. Outside of work and on the weekends, you might find her trading in analytics for embroidery and needlepoint, or setting aside planning software for travel. Krakow, Poland or Potosi, MO, she is up to travel anywhere. A self-proclaimed booster, Eloise loves St. Louis and can be found around the city championing her passions – be it with startups downtown or in education in the city.

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Kairos Academies

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

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