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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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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 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

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

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

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

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

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

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