Tim Halls, Cfp®, Cfa® Email & Phone Number

Hello. I am a Partner at Moneta Group, a privately held, 150-year old firm in Clayton, MO.I have the great fortune of being in a career where my job is primarily to help people. Whether this be families, business owners, non-profits or participants in 401(k) plans, my time and efforts are dedicated to increasing their chances of successfully achieving their financial and other goals. My primary responsibility is to serve as Family CFO to the 85 families that have hired my team to watch over their financial best interest. We serve as their advocate and adviser on all things financial - including estate planning, philanthropy, taxes, insurance, debt, investments and business issues.As part of the latter, I also serve 35 business clients by providing them fully-bundled qualified retirement plans (401(k)'s, Pension, Cash Balance Plans, etc.). In this capacity, we advise on plan design, provide customized, ongoing education to their employees, select and monitor their investments, and provide full administrative support (participant website, statements, government reporting and compliance).For new clients, we target families with investible net worth of $3 million or greater. For retirement plans, we target plans with $10+ million in assets and average participant account balances in excess of $100,000. But none of these numbers are absolute.Credentials: I hold a CFA charter (Chartered Financial Analyst), am a practicing Certified Financial Planner ("CFP") and hold the Accredited Wealth Manager designation ("AWMA").

Listed skills include Retirement Planning, Investments, Estate Planning, Banking, and 14 others.