Grant Edmunds CFP - Moneta Senior Advisor

Grant Edmunds

Senior Advisor

CFP®

Grant Edmunds is a Senior Advisor at Moneta who believes that financial planning provides an excellent opportunity to positively impact people’s lives.

After graduating from Kansas State University with a Bachelor of Science degree in Finance with an emphasis in Financial Services, Grant spent six years as an Advisor with a financial advisory firm in Kansas City, his hometown. In 2018, he and his wife, Miranda, relocated to St. Louis after Miranda accepted a position as a resident physician in pediatrics at St. Louis Children’s Hospital. A mutual acquaintance introduced Grant to Moneta, and he has been an integral part of the team ever since. After several years in Moneta’s St. Louis office, he and his family have relocated back to his hometown of Kansas City, where he now serves clients nationwide from Moneta’s office in the historic 1900 Building.

Grant identifies his clients’ priorities and devises strategies to help achieve their desired outcomes. He aims to provide comprehensive financial advice while maintaining a personal touch, which he believes is often lacking at larger firms.

With his deep investment knowledge, Grant is well-equipped to serve his clients, and he finds it fulfilling to balance personal connections with the technical aspects of helping them reach their financial goals. As a trusted resource to both his clients and team, he takes great pride in delivering exceptional service. Grant capitalizes on Moneta’s extensive research, advanced technology, and robust back-office support to provide his clients with a tailored, high-touch, and all-encompassing approach to wealth management.

When not working, Grant and his wife enjoy playing sports, trying new restaurants, and getting outside with their son and German Shepherd.

EDUCATION