FAQs

Learn more about Moneco Advisors, our philosophy, and how we’re different from other financial planning firms.

What does Moneco Advisors do?

Moneco Advisors provides financial planning and wealth management for individuals, families, and business owners. We help clients make informed decisions about investments, retirement, taxes, estate planning, and other key financial matters. Through Moneco Tax Services and Moneco Insurance, we also help coordinate important parts of your financial life under one roof.

How is Moneco different from other financial planning firms?

We are built around advice and relationships, not products. We do not offer proprietary investments or favor one solution over another. Instead, clients benefit from a collaborative model that brings together advisors, partners, and specialists to support thoughtful, coordinated planning.

Is Moneco Advisors a fiduciary?

Yes. Moneco Advisors acts as a fiduciary, which means we put our clients’ interests first. Our recommendations are objective, transparent, and aligned with your goals.

What services does Moneco Advisors offer?

We offer integrated financial planning and wealth management services, including:

Retirement and income planning
Estate planning coordination
Tax-aware financial strategies
Small business financial planning
Investment management
Ongoing wealth management and advice
Philanthropic planning

Our approach is designed to connect these areas through one coordinated plan.

Does Moneco provide tax services?

Yes. Through Moneco Tax Services, our in-house team provides tax preparation, accounting, and tax consulting. This allows financial and tax planning to work together more effectively.

How does Moneco coordinate financial, tax, and estate planning?

We take a collaborative approach. Your advisor works alongside in-house tax professionals and, when needed, specialized attorneys to help ensure decisions are aligned across your financial life.

Who does Moneco Advisors work with?

We work with individuals, families, and small business owners across generations who are looking for a long-term planning relationship, not just investment management.

Do you work with retirees and people approaching retirement?

Yes. Retirement is one of the most important financial transitions, and a key area of focus for our firm. We help clients think through income planning, Social Security timing, portfolio withdrawals, tax considerations, and long-term lifestyle goals.

Can Moneco help with generational wealth transfer and legacy planning?

Yes. We help families think through estate planning, tax-efficient gifting, trust considerations, and the financial side of legacy planning. We also work with estate attorneys and our in-house tax team to support a coordinated approach.

Does Moneco work with entrepreneurs and business owners?

Absolutely. Business owners often face added financial complexity. We help with planning around variable income, retirement plans, tax strategy, succession, and exit planning, while keeping personal and business goals aligned.

Does Moneco serve women taking an active role in managing their wealth?

Yes. Whether you are managing wealth independently, navigating a major life transition, or planning for the future, our approach starts with listening. We work to provide clear guidance and a plan built around your priorities.

Do you work with younger professionals building wealth?

Yes. We work with rising professionals who want to build strong financial habits early. This may include cash flow planning, retirement savings strategies, equity compensation planning, and building a long-term financial foundation.

Can Moneco help with financial planning during or after divorce?

Yes. Divorce can bring important financial decisions around assets, taxes, retirement accounts, and future planning. We help clients understand their options and think through what comes next with greater clarity.

How long has Moneco Advisors been in business?

Moneco Advisors was founded in 1980. For more than four decades, we have helped clients navigate changing markets, tax laws, and life transitions through long-term planning relationships.

How large is Moneco Advisors?

Moneco has more than 75 team members, including 23 partners and 36 advisors, across eight practice offices throughout New England and the NYC metro area with offices in:

Fairfield, CT (2)
New Canaan, CT
Glastonbury, CT
Hamden, CT
Harrison, NY
Pittsfield, MA
Woodcliff Lake, NJ

What is it like to work with Moneco Advisors?

Our size allows us to offer personalized guidance backed by broad experience and collaboration. Working with Moneco is designed to feel like a partnership. Clients receive guidance from a dedicated advisor, supported by a collaborative team of wealth management professionals focused on clarity, transparency, and long-term planning.

What organizations have recognized Moneco and its work?

Moneco has received recognition from organizations including Forbes, Newsweek, USA Today, Inc., and Investment News.

For more information, please visit our Awards page for details and methodology.

How do I get started with Moneco Advisors?

If you are exploring whether Moneco is the right fit for your needs, we would welcome a conversation. You can contact our team to learn more about our approach and how we work with clients.

How can I contact Moneco Advisors?

Visit our Contact page to get in touch with our team.