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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

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Bubbles and Bankruptcies

Bubbles and Bankruptcies

October 29, 2025

Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

October 22, 2025

by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

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