Teams
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Services for Those Experiencing Sudden Wealth Our advisors help with the specific planning considerations unique to someone experiencing sudden wealth, in addition to the general financial planning that applies to all clients: Financial Planning Cash…
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Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may qualify for some tax advantages when selling the business. Certain kinds of company stock have an…
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Life brings about change, often when we least expect it. If you’re a woman preparing for or going through a major life transition, I understand the whirlwind of emotions you’re feeling right now. The uncertainty,…
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About Us The Koeneman Glenn Team’s technical expertise combined with our high-touch service sets our client experience apart. We are always eager to serve you, however you need. From in-person meetings to video chats or…
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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.…