FIRM & WEALTH TEAM PROFILE

Moneta

St. Louis, MO

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Understand the firm.

Moneta provides financial planning and family office advice through partner-led teams. Its services address investments, retirement, taxes, estate planning, and charitable goals, with coordination for the needs of families and business owners.

Financial planningFamily office servicesInvestment managementRetirement planningTax planningEstate planningPhilanthropic planning

Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.

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People in the directory.

5 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.

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Anthony Aiazzi

Partner

Moneta

St. Louis, Missouri

Business owner planning · CPA, CFA, CFP

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Diane Compardo

Partner

Moneta

St. Louis, Missouri

Comprehensive financial planning · CPA, CFP, PFS, AWMA

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Erin Hadary

Partner

Moneta

Denver, Colorado

Sudden wealth planning · MBA, CFP, CAP, CeFT

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Lynn Dunston

Partner

Moneta

Denver, Colorado

Comprehensive wealth planning · CFP, EA, AEP, CAP

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Patrick C. Duff

Partner

Moneta

St. Louis, Missouri

Comprehensive financial planning

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