Kukla McGinnis Brown Team
Your advisor team for generations.
We Are Your Family CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.
Questions you should ask your Advisor team
What is your client-to-advisor ratio?
Listen for this: Advisors can provide higher quality advice and more personalized service when they’re not spread too thin. A lower client-to-advisor ratio fosters stronger, more meaningful relationships between clients and advisors, enhancing the communication and understanding necessary for the advisor to effectively monitor and manage your portfolio in a way that aligns with your personal goals and values.
Our answer: While the industry average is approximately 100 clients per advisor, our team maintains a 50-to-1 ratio—giving our advisors twice as much bandwidth to invest in their relationship with you.
Who owns the firm your advisor works for and what is their 10-year plan?
Listen for this: Statistics show that a large percentage of advisory firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge.
Our answer: Moneta is different because we are purely Partner–owned with no outside equity investors or shareholders. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company can offer.
What happens when your advisor retires?
Listen for this: Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves.
Our answer: Our team won’t do that to you because we intentionally designed our structure to ensure we never stop taking care of our clients and future generations. We have proven our loyalty to clients by successfully executing advisor succession plans in the past through internal development of next-gen Advisors and Partners. Transitions are seamless because of long-term relationships that foster familiarity from one Advisor to the next.
Advisors
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…