Teams
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Single Team. Diversified Experts. Yes, you can have both. The Sheehan Steffens Akins Han Team is your advocate for all aspects of your financial life. We act as your Family CFO, leading cohesive strategies beyond…
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Family Chief Financial Officer As Family Chief Financial Officer the Halls Dorn Aiazzi Team works with clients to create and manage a long-term, holistic plan that addresses every aspect of their financial lives. For business…
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Who We Serve Families: Generational Wealth Transferring wealth from one generation to the next is a complex process that intersects with your unique family dynamics. We can help facilitate family meetings and educate everyone involved…
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No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine. Whether you’re just starting out or looking to retire, we are…
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Michael Torney, CFP, J.D., LL.M. Many business owners assume their business is more valuable than it actually is. One of the biggest reasons? Key man risk. Key man risk is the concept that a business is highly dependent…
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Investments | Planning | Advice Sarah Berry and Michael Machnowski, Partners at The Berry Group, have merged their business into Moneta, providing large-scale resources while also still maintaining their small-firm attention for clients. The Berry…
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The latest
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Michael Torney, CFP, J.D., LL.M. So, you’ve started thinking about exiting the business. It happens to every owner at some point. We spend so much time building the business and running the business. But at some point, we…
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Our approach to financial advisory services for families of significant wealth is customized and proactive. To support your family’s individual needs and goals, we emphasize listening and asking questions, building deep relationships, providing knowledge to…
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Wesley Sebacher, CFP® Charitable giving and philanthropy provide physicians with an opportunity to make a significant impact on their communities and the world at large. As medical professionals, you possess unique skills and resources that…
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Wesley Sebacher, CFP® Disability insurance is a critical component of financial planning for physicians. Physicians invest years of their lives and significant financial resources in their career, and their ability to earn an income is…
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Wesley Sebacher, CFP® Life insurance is an essential financial tool for physicians, as it provides a safety net for families in the event of untimely death. Physicians often have unique financial needs and earning potential,…
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Wesley Sebacher, CFP® Debt management is a crucial aspect of financial wellness for physicians. You have invested a significant amount of time and money in your education and training, accompanied by the high costs associated…
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Wesley Sebacher, CFP® As a physician, you have invested a significant amount of time and resources into your career. For most physicians, this investment into oneself is accompanied by a considerable amount of student loans.…
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Wesley Sebacher, CFP® Student loan forgiveness for physicians is a critical topic, especially with the high levels of student debt that medical school graduates often carry. Fortunately, there are various forgiveness and repayment program options…
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Wesley Sebacher, CFP® Many individuals and families are enrolled in a High-Deductible Health Plan (HDHP). These plans offer a unique feature called a Health Savings Account (HSA), which allows a person to set aside money…
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Wesley Sebacher, CFP® Completing residency is a significant milestone for physicians. After years of hard work and dedication, you’re finally ready to embark on your medical career. However, as you transition from a resident to…
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Michael Torney, CFP, J.D., LL.M. Medical doctors, especially those starting out, can face unique financial challenges. They’ve often spent years studying for exams and working long hours in residency while watching their former college classmates and…
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Michael Torney, CFP, J.D., LL.M. Medical doctors working in a private practice may one day get the opportunity to become an owner of the business. When this offer is made, a physician needs answers to several…