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Nicholas Warren

Advisor

CFP®

As an Advisor on the SHC Team, Nick Warren loves helping clients realize their financial goals and preparing a strategy to achieve them.

After graduating from Missouri State University with a bachelor’s degree in Accounting and minor in Computer Information Systems, Nick joined Moneta in 2014 because of the firm’s outstanding reputation in the financial planning industry. He was especially attracted to Moneta’s culture of sharing its collective expertise across teams to ensure the best possible client experience while also developing its rising talent. He earned his CFP® designation at Moneta as validation of his demonstrated determination to excel as a financial advisor.

Nick enjoys spending time with his family and friends. His wife and son share in his fandom for the St. Louis Blues and Cardinals as they attend as many games together as they can.

  • Bachelor of Science, Accounting, Computer Information Systems minor, Missouri State University
  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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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...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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