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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.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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