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Matt Mueller

Advisor

CPA, CFP®

As an Advisor, Matt enjoys building and maintaining relationships with clients, while going above and beyond for his clients and their needs.

Matt earned his Masters of Accountancy from the University of Missouri-Columbia. Before joining the Finerty team at Moneta, Matt was a Senior Tax Associate at KPMG in their Business Tax Services Group. Matt predominantly dealt with pass-through entities, mainly serving clients in the Private Equity and Fund of Funds space and their various needs.

Outside of Moneta, Matt enjoys all things sports, particularly cheering on the St. Louis Cardinals and Blues. In his spare time, Matt loves to play golf and spending time with family and friends.

  • Certified Public Accountant
  • Member, Missouri Society of Certified Public Accountants
  • CERTIFIED FINANCIAL PLANNER™

A WEALTH OF INFORMATION

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Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

January 3, 2025

The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

January 3, 2025

Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

Transitioning Your RIA Ownership 

Transitioning Your RIA Ownership 

December 20, 2024

One of the most important decisions Partners will face is how and when to sell their ownership stake. ...

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