The Bailey Carpenter Hehmeyer Pietroburgo Team
Helping you see the bigger picture.
Who We Serve
Families: Generational Wealth
Transferring wealth from one generation to the next is a complex process that intersects with your unique family dynamics. We can help facilitate family meetings and educate everyone involved while developing an optimal investment strategy for your specific goals. Our firm provides all the resources you’ll need, from estate planning and tax expertise to trust services
Women: Empowered Partners
We are passionate about inspiring and empowering women to take control of their wealth and be equal partners in their financial planning conversations. Be heard and be valued. Once you feel financially empowered, we’ll help you redirect your wealth toward the areas of life you care about most.
Emerging Affluent: Wealth Accumulator
Our team serves individuals and families in every stage of the wealth life cycle – including high earners on track to building lasting wealth. As your dedicated financial advisor, we take time to gain a deep understanding of your financial trajectory. With this trusted relationship in place, we can then help strategically guide you towards your goals while still accounting for your current needs through a personal, customized approach that simplifies your life.
Nationwide Coverage
We are committed to providing highly personal service with a customized approach for each of our clients. This standard of excellence is the driving force behind our firms growing national footprint.
With clients located all over the country, we are establishing a local presence in more cities where they are concentrated so we can serve them better. But this doesn’t mean we are being spread thin. Our staff scales with our size so we can continue serving you proactively and personally. You are our priority, and we are your advantage.
We do more so you can too.
We have been working with wealthy families for 25+ years and understand complex financial lives. Our comprehensive approach is designed to save you time and provide clarity to help you reach your life’s goals.
While we guide you through your unique financial situations, you can expect to:
Be cared for and feel valued.
Have confidence in our expertise.
See firsthand our commitment to your financial security.
Partner with us in pursuing your goals with a thoughtful strategy.
Use us as an impartial sounding board.
Spend less time on financial hassles with more time enjoying life.
Questions you should ask your advisor team:
What is their client-advisor ratio?
This is a measure of how much attention you will receive. At Moneta, we pride ourselves in maintaining a lower client-advisor ratio so we can proactively deliver highly personal service. This also protects our bandwidth for continuing our education so we can continue advising you with the highest expertise.
Who owns their firm?
Does your advisor work and advocate only for you? At Moneta, we pride ourselves on being a 100% partner-owned firm with absolutely no outside shareholders or private equity. This protects our independence and ensures we can stay aligned with your best interest. We don’t sell proprietary financial products or insurance. We transparently provide a clear fee structure.
What happens to you as a client when they retire?
If your advisor doesn’t have a succession plan, they could sell out to a completely different firm. At Moneta, we pride ourselves on designing teams of advisors spanning multiple generations so you never lose continuity of service. Succeeding advisors will begin joining client meetings years ahead of the transition so our clients are always working with someone they know and trust.
Who We Are
Anniece Robinson
Operations Manager
Richard Armstrong III
Advisor
Holly Ausmus
Senior Client Service Manager
Kristy Carrithers
Client Service Manager
Mitchell Faulhaber
Client Service Manager
Jessica Hinkebein
Client Service Manager
Daniel Prentice
Client Service Manager
Danielle Feinstein
Creative Services Coordinator
Schwab Client Login
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…