Mike Vredenburgh

CFP®, AIF®, ChFC®

mvredenburgh@monetagroup.com

Moneta Advisor Mike Vredenburgh strives to lend his expertise and experience to the pursuit of his clients’ goals. No matter the situation, Mike works to identify solutions that serve the best interests of his clients while keeping them on track towards financial success.

Mike earned his B.S. in Business from Wake Forest University in Winston-Salem, North Carolina. Prior to joining Moneta, Mike spent 15 years in the investment and finance world working as a Compliance Officer and in holistic planning capacities.

When working with clients, Mike places high importance on relationship building so that he can better understand client needs and goals. He is constantly looking to improve his expertise so that he can build clients’ trust and guide them through any problem they may face. Outside of Moneta, Mike loves traveling, golfing, attending concerts and rooting on the St. Louis Cardinals. He and his wife Rebecca have two daughters.

Personal Development

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Accredited Investment Fiduciary®
Circus Harmony, Board of Directors

CONTACT ME

Call Me

(314) 244-3365

Visit Me

100 South Brentwood Blvd.
St. Louis, Missouri, 63105

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.