Webinar — Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online — 6/30/26
Join us on Tuesday, June 30 at 12:00 PM for our financial wellness client webinar, Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online. Hosted by Moneco Advisors Managing Partner & CEO, Charlie Rocco, this engaging and insightful webinar is designed for anyone curious about artificial intelligence. We’ll cover […]
Moneco Advisors Welcomes Three Advisory Teams, Deepening its Partnership Model Across the Northeast
Fairfield, Conn. — Moneco Advisors, an independent registered investment advisory firm founded in 1980, today announced the integration of three advisory teams: Keith Kolinsky, CFP®, of Complete Financial Planning, Inc.; David J. Karachuk, CFA® & CFP®; and Tim Tymniak and Joe Tatusko of CFO Capital Management. The additions bring the firm’s total to four completed […]
Director of Finance
The Director of Finance serves as the firm’s senior financial strategist – owning capital planning, financial performance, and the integrity of our accounting and reporting functions.
Location: Various (In Office)
Director of Marketing
The Director of Marketing owns the firm’s brand, marketing strategy, and communications – while serving as a key partner to our advisors, our Director of Growth, and our executive team.
Location: Various (In Office)
Moneco Advisors Completes Merger with Lichtenstein Financial & Lichtenstein Tax Consultants, Strengthening Wealth Platform, Launching Moneco Tax
FOR IMMEDIATE RELEASE Moneco Advisors announced today the completion of its merger with Lichtenstein Financial and affiliated tax firm, Lichtenstein Tax Consultants. The two firms completed a multi-year integration process prior to closing, aligning their practices to reduce transition risk while ensuring continuity for both clients and team. This partnership not only reflects Moneco’s disciplined […]
Advisor Insights: Smart Cash Management for Business Owners
At Moneco, we feel that the most important financial discipline of a small business owner is mastering cash management. It is the fuel that keeps a business moving. Profit matters, but the day-to-day reality of running a company is shaped by cash flow. A thoughtful cash management strategy allows owners to handle uncertainty, invest in […]
Moneco Recognized on Forbes Top 250 RIA’s in America
Fairfield, Conn. – Moneco Advisors, a leading independent Registered Investment Advisor (RIA) firm, is proud to announce its inclusion in the latest Forbes Top 250 RIA’s in America, ranking among the top registered independent advisors in the United States. This recognition marks an important milestone for Moneco Advisors, reflecting the firm’s continued growth, entrepreneurial drive, […]
Wealth of Knowledge – Smart Moves for September
Welcome to the latest edition of Wealth of Knowledge. Moneco Advisors’ monthly newsletter, featuring smart moves for September: Financial Planning Meets Back-to-School Season. As summer has turned to autumn this week, it’s a good time to refocus financial strategies; whether you’ve already sent kids back to class or are getting your own plans in order […]
Moneco Recognized on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies
Fairfield, Conn. – Moneco Advisors, a leading independent Registered Investment Advisor (RIA) firm, is proud to announce its inclusion in the 2025 Inc. 5000 list, ranking among the fastest-growing private companies in the United States. This recognition is a milestone achievement that highlights the firm’s sustained growth, entrepreneurial spirit, and unwavering commitment to client success. Moneco […]
Advisor Insights: Independence With Purpose
Independence, With Purpose: 3 Reasons to Work with an Independent Financial Advisor. Independence isn’t tied to a single day, it’s a principle we live by. While the fireworks of early July may have faded, the meaning behind them endures. True independence means having the freedom to make decisions that are right for you, not bound […]