At Moneco Advisors, our story begins with a belief: that financial advice should start with understanding what truly matters to you. Since day one, our mission has been to help clients build lives of purpose and possibility, supported by thoughtful planning, strong relationships, and a commitment to putting your goals at the center of everything we do.
When Christopher Neubert founded the firm with a simple idea, helping you make better decisions with your money by focusing not just on investments, but on the bigger picture of your lives. As the firm grew through the decades, so did its impact, steadily expanding to support families, professionals, and business owners across the region.
A defining moment came in 2018, when Rocco & Associates merged with the Neubert team. The union brought together two like-minded, planning-based firms with shared values and a clients-first mindset. It wasn’t just a merger, it was a strategic step forward in delivering even deeper expertise and care to the families we serve. It also solidified our roots in Fairfield, creating a strong foundation for future growth.
Over the years, other key professionals and practices have joined Moneco, enhancing our ability to serve more individuals, businesses, and communities. From our original location in Massachusetts to today’s multi-office firm serving clients across Connecticut, New York, and beyond, the heart of our story remains the same: you.
We’re proud of where we’ve been. We’re even more excited about where we can help you go.
Our firm was established with a clear mission: to put clients first through thoughtful, personalized financial planning.
As we grew, we moved from Norwalk to Southport and invited like-minded partners to join the firm, deepening our expertise and broadening our services.
The firm experienced steady growth, prompting a move to a larger office in Fairfield and the expansion of our team and capabilities.
Our team tripled, transforming from independent advisors into a collaborative partnership built on care and shared expertise to better serve clients.
