First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
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.
Monthly Recap – March 2025
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
Liberation Day
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...
Ready for Take Off: Private Air Travel
April 3, 2025
By Anna McDonald, Director of Family Learning When most people think of private air travel, they often...