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Steve Hoerr

Advisor

MBA, CPA, CFP®

Stephen Hoerr joined the Sward team as an Advisor in 2021. He enjoys working at Moneta because of its adherence to the fiduciary duty, the Family CFO structure and the opportunity to plan multiple aspects of each client’s financial picture.

Steve grew up in south St. Louis city and earned his BSBA in Accountancy and MBA from Rockhurst University in Kansas City, Missouri. Prior to Moneta, Steve worked as a tax associate for KPMG and a senior tax accountant at E3 Tax in St. Louis. His background involves tax return preparation and consulting, and he is a licensed CPA. Steve also earned his CERTIFIED FINANCIAL PLANNER® designation to provide a higher level of service and expertise using comprehensive approaches involving tax strategies, investments and wealth planning for individuals and families.

Outside Moneta, Steve enjoys spending time with his wife and two children, playing tennis, ultimate frisbee, cooking and trying new restaurants. He is an avid Cardinals fan and supports the Memphis Grizzlies of the NBA. Steve and his family currently live in Shrewsbury and are involved with their local parish.

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant

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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