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.

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

VIEW ALL ARTICLES

Let’s make every moment count together…