View in portrait for best experience

Leah Matz

Family Office Advisor

CPA, CFP®

As a Family Office Advisor at Moneta, Leah Matz enjoys developing relationships with clients and using her tax experience to help implement planning strategies and solve complex problems.

Leah earned her Masters in Accountancy from the University of Missouri. She is also a CPA and CFP® professional.

Prior to joining Moneta, Leah worked at EY in the Private Tax group. She focused primarily on family office clients and assisted with tax planning and compliance as well as estate and cash flow planning.

Leah lives in Richmond Heights with her husband. Outside of work, she enjoys going for walks, cooking, and spending time with friends and family.

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

A WEALTH OF INFORMATION

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

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

What Is Philanthropy? Ways to Engage

What Is Philanthropy? Ways to Engage

June 11, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

VIEW ALL ARTICLES

Let’s make every moment count together…