About MonetaAs your Family CFO, Moneta financial advisors empower people to navigate life’s path and protect what they cherish.After 150 years of earning the trust and confidence of our clients, 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.Moneta, nationally ranked Top 5 among independent financial advisor firms by Barron’s in 2018 and 2019 for our combination of quality and scale, delivers a level of service and loyalty to clients that only a completely independent, 100% Partner-owned company can offer. InvestmentNews ranked Moneta as the nation’s second largest independent financial advisor firm in 2019 with more than $20 billion in AUM and 300 employees.Moneta also consistently earns praise for the way it invests in and takes care of employees. Our firm was named as a top place to work for six years in a row by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch.

About PlancorpPlancorp is dedicated to providing the very best in wealth management services. Our experienced team, unique academic-based investment strategy, transparency of fees—and our strong fiduciary commitment to our clients—sets us apart. Plancorp specializes in financial and estate planning services and asset management. We also develop retirement plans for various types of business entities and take on fiduciary responsibility for investment selection and monitoring if the Client so chooses. We also have the expertise to advise charities and foundations. Plus, we provide Family Office Services and Business Advisory Services. We are honored to have a wonderful group of Clients. Our investment philosophy is a good fit for them and they are a good fit for us.

About PlancorpPlancorp is dedicated to providing the very best in wealth management services. Our experienced team, unique academic-based investment strategy, transparency of fees—and our strong fiduciary commitment to our clients—sets us apart. Plancorp specializes in financial and estate planning services and asset management. We also develop retirement plans for various types of business entities and take on fiduciary responsibility for investment selection and monitoring if the Client so chooses. We also have the expertise to advise charities and foundations. Plus, we provide Family Office Services and Business Advisory Services. We are honored to have a wonderful group of Clients. Our investment philosophy is a good fit for them and they are a good fit for us.