Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
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.
Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
Monthly Recap – October 2025
November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...
Addressing Hunger
November 3, 2025
by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...