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Mike Warner

Advisor

J.D., CFP®

As an Advisor at Moneta, Mike Warner strives to build lasting relationships with each of his clients that are based on trust, understanding and compassion. He feels fortunate every day to collaborate with his exceptionally talented team members while developing sophisticated solutions that help clients achieve their goals.

Mike earned his B.A. in International Business before earning his J.D. from Saint Louis University School of Law in 2010. After law school, Mike’s legal practice focused on litigation, estate planning and probate, and elder law. In his elder law practice, Mike developed a keen understanding of the unique challenges and vulnerabilities faced by aging individuals and desired to help his clients overcome more than just their legal matters. He joined Moneta as an Advisor in 2018.

Mike enjoys spending time with his wife and staying busy with their two sons. When not spending time with his family, Mike enjoys playing soccer and outdoor activities, including hiking, camping, and rock climbing. Mike resides in Sunset Hills and is actively involved in the St. Louis Community.

  • CERTIFIED FINANCIAL PLANNER®
  • Series 65 licensed
  • Missouri Bar Association, Member
  • Illinois Bar Association, Member

A WEALTH OF INFORMATION

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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

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...

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