View in portrait for best experience

Michael Carpenter

Partner

J.D., CPA, CFP®

Partner Michael Carpenter earned his Masters of Accountancy magna cum laude from the University of Missouri-Columbia in 2005 and his J.D. from Saint Louis University School of Law in 2009. Prior to joining Moneta, Michael was an auditor for Ernst & Young in Kansas City, Missouri. At Moneta, Michael’s team handles a wide array of financial issues for clients. Using a variety of sophisticated financial tools and a depth of knowledge, Michael is able to help clients achieve their financial objectives. Michael serves on the North Side Community School Board of Directors.

He enjoys playing golf and traveling with his wife and two sons.

  • Juris Doctorate
  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Masters of Accountancy, magna cum laude
  • Missouri Bar Association
  • Estate Planning Council of St. Louis
  • Financial Planning Association
  • Series 65 (Registered Investment Advisor) licensed
  • Prior service – The Magic House, Chair of the Young Professionals Board

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – January 2025

Monthly Recap – January 2025

February 10, 2025

Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...

Buying Property Abroad:  What You Need to Know 

Buying Property Abroad:  What You Need to Know 

February 7, 2025

Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...

Move Fast and Break Things

Move Fast and Break Things

February 4, 2025

Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...

Should You Buy That Yacht in Retirement?

Should You Buy That Yacht in Retirement?

February 3, 2025

The third age of retirement: enjoying retirement.  The call of the ocean. A lot of us hear it, bu...

VIEW ALL ARTICLES

Let’s make every moment count together…