We help our clients and their families make sound financial decisions. This is the core business of the Kukla McGinnis Brown Team. On the surface, it appears that all financial advisors make the same promises. We differentiate ourselves in the industry in three key ways:
We help our clients establish and implement a plan that is in line with their goals. Most importantly, we help them see it through by providing objective, disciplined advice. We take the emotion out of the decision-making process. This helps our clients stay on track in order to achieve their goals.
We have a succession plan in place in order to see our client’s families through multiple generations. The advisors on our team range in age from late 60s to early 30s. We created this team intentionally so our clients can be assured we will be here for them and for their children.
Many people come to us for investment advice, but they stay with us for everything else. We serve as our clients’ Family CFO, advising on every aspect of their financial lives.
We hope you will contact us with questions.
Company Details
- Employees
- 6
- Founded
- 1985
- Address
- 100 S Brentwood Blvd, St Louis,missouri 63105,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Family CFO, Investment Management, Business Planning, Education Funding, Insurance Planning, Retirement Planning, Estate & Philanthropic Strategies, Multi Generational Planning, Proactive Tax Planning, Risk Management Evaluation, Banking and Cash Management, Independent Registered Investment Advisor Firm, 100% Employee-Owned & Independent, Ranked as one of St. Louis' Top Workplaces for the 5th consecutive year.
- HQ
- St Louis, Missouri
Kmb Team Moneta Questions
Kmb Team Moneta's website is https://monetagroup.com/kmb-team/
Kmb Team Moneta's LinkedIn profile is https://www.linkedin.com/company/kmb-team-moneta
Kmb Team Moneta has
6 employees.
View email and phone details for 6
employees at Kmb Team Moneta.
Kmb Team Moneta's industry is
Financial Services
Kmb Team Moneta's top competitors are
Resia,
Legacy Residential Group,
Turner & Townsend,
Moneta,
Plancorp Wealth Management,
Sonesta International Hotels,
Str.
Kmb Team Moneta's categories are Financial Services
Kmb Team Moneta's founding year is 1985
