The Koeneman Team
No matter where you are in life,
we’ve got you covered.
About Us
The Koeneman Team’s technical expertise combined with our high-touch service sets our client experience apart. We are always eager to serve you, however you need. From in-person meetings to video chats or late-night emails, we are here for you.
61
Years of Tenure
12
Designations
29
Clients Per Advisor
Repetition is no Coincidence
Nine Straight Years
Barron’s named Brad Koeneman to its annual Top Financial Advisors rankings for nine straight years. The rankings recognize outstanding advisors from across the nation. Advisors are ranked based on factors such as size, regulatory record, quality of practice and philanthropic work.
Nationwide Coverage
Today, our clients span from coast-to-coast. As we continue to grow, we are committed to maintaining a staff size that not only serves clients proactively, but also is extremely responsive to client requests. You are our priority, and we are your advantage.
Custom Advice for All Stages of Wealth
Personal CFO
No matter what stage you’re in on your wealth journey, we are there to guide you. Moneta personal Chief Financial Officers provide exceptional attention, access to in-house expertise and a proven track record of real-world solutions. Simplify your financial life. Let us be your advantage.
Family Office
From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients with generational wealth. We provide the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size, scale and reputation. We do more so you can too.
Emerging Affluent
Our team serves individuals and families in every stage of the wealth life cycle – including young 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.
Institutional Retirement Plans
We know what it’s like to help business owners navigate the many financial concerns they face. For retirement plan sponsors, our team remains committed to keeping organizations protected and participants on track through high-touch service, results-based participant education and unbiased investment advice – all honed through decades of experience for qualified and non-qualified plans.
Foundations & Endowments
As your fiduciary, our team provides high-touch service and unbiased financial advice for your institution’s needs from due dilligence and documentation to investment selection and monitoring. We work with managing committees collaboratively to apply a rigorous, time-tested investment process and philosophy to help your organization meet its goals.
Meet our Team
We are proud to be a sustainable, multi-generational team, ensuring our high-touch service preserves its continuity of care for both you and your next generations. Our team’s collective experience, skills and expertise is tied together by a common passion for your success as we develop and oversee a plan that is as unique as your family.
Katie Angelbeck
Client Service Manager
Jacob Longinette
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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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…
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Monthly Recap – August 2024
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start…