As the author of two books who is frequently consulted by the media for his financial expertise, Travis Freeman enjoys helping successful families make the most of their wealth. 

“I help people simplify the complexities of wealth so they can enjoy their lives to the fullest.”  

Coming from humble beginnings led Travis to pursue a career in wealth management. For the past 20 years, his passion has been helping people make wise choices with their wealth.  

After starting an independent practice right out of college, he and his team later merged with Moneta in 2018. Today, as a Partner of the firm, he helps lead a team of talented professionals that focus on providing exceptional tax planning, investment management, estate planning, financial planning, and private investments for successful families. Travis also guides business owners in value building, succession planning, and risk minimization, collaborating with clients’ other advisors for a cohesive strategy.  

Travis has been quoted in publications such as The Wall Street Journal, Investment News, St. Louis Business Journal, St. Louis Magazine, Kansas City Business Journal, Plan Sponsor magazine, and more. He also stays deeply involved in the community by serving on multiple boards, including Moneta, Missouri State University Board of Governors, Moneta Charitable Foundation, and The Fulton School.  

Outside of work, Travis and his wife enjoy traveling and spending time with their identical twin boys. Travis also enjoys golf and spending time outdoors, especially if sporting clays are involved. As part of their dedication to philanthropy, Travis and his wife created an endowed scholarship at Missouri State University for first-generation college students.  

• CERTIFIED FINANCIAL PLANNER®
• Missouri State University Board of Governors
• Moneta Board of Managers
• Moneta Charitable Foundation, chair
• The Fulton School, board president
• Past community involvement:
  • Financial Planning Association of St. Louis, president
  • Financial Management Association of Springfield, president
  • University of Missouri St. Louis Finance Advisory Board, member
  • Missouri State University Foundation, trustee
  • College Bound, board member