Patrick Mcginnis, Cfp®, Cfa Email & Phone Number

We help our clients and their families make sound financial decisions. This is the core business of the Kukla/McGinnis/Brown Team at Moneta Group. 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.To find out more, visit our team webpage at: https://monetagroup.com/advisor-team/kukla-mcginnis-brown/

Listed skills include Wealth Management, Investment Advisory, Investments, Retirement Planning, and 8 others.

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  Partner

  Moneta Group

  Nov 2001 - Present - Greater St. Louis Area

  Moneta, the Midwest’s largest fee-only RIA with more than 300 employees and $20 billion in AUM, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees.Barron’s ranked Moneta No. 4 among the nations independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as Investment News, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. “MonetaU” – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement.

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  Saint Louis University

  Finance