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Grant Edmunds

Senior Advisor

CFP®

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

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.

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.

Grant serves clients nationwide from both Moneta’s St. Louis and Kansas City offices. When not working, Grant and Miranda enjoy playing sports, trying new restaurants, and exploring Forest Park with their son, John, and their German Shepherd, Calvin.

EDUCATION

  • B.S., Finance, Kansas State University
  • CERTIFIED FINANCIAL PLANNER™

PROFESSIONAL DEVELOPMENT

  • FINRA Series 65

NEWS & PUBLICATIONS

A WEALTH OF INFORMATION

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

Monthly Recap – January 2025

Monthly Recap – January 2025

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Should You Buy That Yacht in Retirement?

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