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Sean Ridley

Advisor

CFP®, CEPA

Sean Ridley helps families plan, evolve, and maneuver more freely through the critical passages of life. He also enjoys providing guidance for entrepreneurs, business owners, and employees with unique equity exposure.  

As a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor, Sean provides resources and problem-solving skills that help these clients think through and implement a plan for the next phases of their life, business and career, the impacts to their family, and life after their next major transition. He joined Moneta in 2024, attracted by the firm’s commitment to providing advice free from hidden financial motives. 

Sean graduated from the University of Missouri with a Bachelor of Science in Business Administration, focusing on Finance and Banking. Before joining Moneta, he worked at Morgan Stanley and U.S. Bank Private Wealth, gaining extensive experience in financial planning and wealth management. 

Outside of work, Sean is married with two small children. He loves traveling with his family, is an avid music fan and musician, and enjoys visiting new baseball stadiums. 

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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