How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...
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®
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Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...
Raising Charitable Children: Modeling and Mentioning
June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...