View in portrait for best experience

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

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

Learning From a Legacy – 2026

Learning From a Legacy – 2026

January 15, 2026

Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

January 12, 2026

by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

Fourth Quarter Investment Report – 2025

Fourth Quarter Investment Report – 2025

January 9, 2026

Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...

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...

VIEW ALL ARTICLES

Let’s make every moment count together…