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Kyle Wright

Advisor

CPA, CFP®

As an Advisor on the Finerty Team, Kyle Wright excels at building meaningful relationships with clients to understand their goals and aspirations. He effectively communicates tailored strategies to ensure their financial well-being and peace of mind. 

Kyle earned his Master of Accountancy from the University of Missouri-Columbia. Before joining the Finerty team at Moneta, Kyle started his career in Denver, Colorado where he worked for KPMG and Riveron Consulting, performing financial due diligence on buy and sell-side deals for private equity and investment banks. He is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER®. 

Kyle now lives in Warson Woods, MO with his wife and their dog. In his free time, he enjoys playing golf, supporting all St. Louis sports teams, and spending time with friends and family.  

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant  
  • Series 65 licensed  

A WEALTH OF INFORMATION

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Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

January 5, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

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