
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...


As Partner at Moneta, John Steffens works to go above and beyond, learn every day, and contribute to clients’ lives in a way that will lead to financial success.
John earned his B.S. in Accounting, Business Administration, and Finance from Truman State University and his Masters of Business Administration with an emphasis in Accounting from Maryville University. Prior to working at Moneta, John spent time working at Arthur Anderson as a consultant for patent litigation and intellectual property.
Looking for more opportunities to connect with clients and help them make decisions about their financial lives, John joined Moneta Group in 2002. He enjoys working at Moneta where client interests are the top priority at all times. He believes that, by implementing this strategy, success will follow.
Today, John uses his experience and expertise to help clients develop financial plans that incorporate their values and interests and will help them achieve their goals.
Outside of Moneta, John and his wife, Tricia, stay busy with their three children.
Dive into the latest insights from our expert team with our personal touch.

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...