Director of Investments
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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 […]
Wealth of Knowledge – Your Financial Capability
Welcome to the Moneco Advisors’ Wealth of Knowledge newsletter with key topics for you to review/share, featuring the topic of financial literacy: Advisor Insights Blog: Getting Real With Financial Literacy Market Update: Proactive Moves To Consider Article: March 2025 Jobs Report We invite you to stay connected with us on Facebook, Linkedin, and X. There, you’ll find articles, updates regarding our […]
Advisor Insights: Donor-Advised Funds: A Strategic Tool for Tax-Efficient Giving
A Donor-Advised Fund (DAF) is a charitable account managed by a sponsoring organization that allows donors to make tax-advantaged contributions, invest funds for growth, and recommend grants to nonprofits on their own schedule. DAFs are increasingly popular for clients seeking flexibility and tax efficiency in their philanthropy. Key Benefits of DAFs Immediate Tax Deduction: Donors […]