Compardo, Wienstroer & Janes at Moneta –
This year, our founding partner, Diane Compardo CPA, CFP®, PFS, AWMA, has been honored with several prestigious awards, including:
- Forbes Top Women Financial Advisors1
- Barron’s Top 1200 Financial Advisors2
- Forbes Best-In-State Top Women Financial Advisors3
- Barron’s Top 100 Women Financial Advisors4
- Barron’s Top 100 Independent Advisors5
While these accolades are a testament to Diane’s exceptional leadership and expertise, they are not the driving force behind our work. At the heart of our success is a deep commitment to our clients and a team that embodies the values Diane has instilled in us.
Diane’s vision has always been to create a team that prioritizes client relationships and delivers unparalleled value. Our team’s dedication to understanding and addressing our client’s unique needs is what truly sets us apart. The recognition we receive is a byproduct of the trust and satisfaction of those we serve.
Under Diane’s guidance, we have cultivated a culture of collaboration, integrity, and continuous improvement. Each team member plays a crucial role in our collective achievements, and it is this synergy that enables us to provide exceptional service.
We are immensely proud of Diane’s accomplishments, but we are even more proud of the impact we make on our clients’ lives. Our focus remains on delivering personalized, high-quality financial advice and building lasting relationships. The awards are a reflection of our commitment to excellence and the trust our clients place in us.
As we celebrate Diane’s recognition, we reaffirm our dedication to our clients and our mission to help them achieve their financial goals. Thank you for being a part of our journey.
1 (Source: Forbes, Awarded Feb 2024, Data Compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23) Read the methodology.
2 (Source: Barron’s, Awarded March 2024, Data compiled by Barron’s and based on calculations as of 9/30/2023) Read the methodology.
3 (Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on data as of 9/30/2023. Read the methodology.
4 (Source: Barron’s Top Independent (Awarded September 2024)Data compiled by SHOOK Research LLC based on data as of Q1 2024. Read the methodology here.
5 Barron’s Top Women (Awarded June 2024) Data compiled by SHOOK Research LLC based on data as of 6/30/2024. Read the methodology here.
No payment was made for inclusion in these rankings.
© 2024 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
