Client Services Manager
The client experience at Moneco doesn’t happen by accident – it’s built by people like you. If you’re a seasoned operator who takes pride in getting the details right, we’d love to meet you.
Location: Various (In Office)
Wealth of Knowledge: Week of March 16, 2026
With March underway, we welcome the approaching change of seasons here in the Northeast. In this edition of the Wealth of Knowledge newsletter, we explore the topic of financial windfalls. Sudden wealth, whether anticipated or unexpected, can present significant opportunity, but also requires careful, informed decision-making. As part of this focus, we invite you to […]
Market Update – The U.S. & Iranian Conflict
Please read more here regarding the U.S. & Iranian Conflict, by Moneco Advisors’ Managing Director and Chief Wealth Officer (CWO) Derrek Metz CRPC®. CRPC® conferred by the College for Financial Planning. Click here to read the update: March 2026 Market Update 2026 03 13
Webinar – Navigating Money Conversations – 2/26/2026
You’re Invited to our Webinar Series. Join us February 26, 2026 at 1:00 PM. Topic: Navigating Money Conversations Money touches every part of life, yet it’s often one of the hardest things to talk about. Join Chris Levene, CFP®, as he leads an engaging and practical discussion on how to navigate meaningful money conversations with […]
Advisor Insights: Preparing for April & Beyond
It’s official. Tax season is here. Many of you have already begun gathering documents and checking items off your to-do list. For most, this time of year is all about getting the return done and moving on. Here at Moneco, we look at things a bit differently. Filing your return accurately and on time matters […]
Wealth of Knoweldge: Week of February 16, 2026
February often brings a shift in focus. The energy of a new year is still present—but now it’s about putting plans into action, making meaningful moves, and staying grounded in our everchanging environment. This month, we’re centering our Wealth of Knowledge newsletter around topics that often go hand in hand: thoughtful tax planning and the […]
A Four-Part Audio Series on Legacy, Estate & Family Dialogue
Welcome to The Family Table: Key Legacy Conversations, a four-part audio series from Moneco Advisors. Conversations around legacy, estate planning, and family intentions are often the most meaningful, and the most avoided. In our series, Ginnie Thompson and Chris Levene, CFP® share how they approach meaningful discussions with families, why these conversations matter, and the […]
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 […]
Webinar – Tax Planning Fundamentals – 1/28/26
You’re Invited to our Webinar Series. Join us January 28, 2026 at 1:00 PM. Topic: Tax Planning Fundamentals Join TJ Hickey, an experienced financial planner, Partner and CFP® professional, specializing in tax strategy and wealth management, as he and Johnny Wells, EA of Moneco Tax, lead an informative webinar on Tax Planning Fundamentals. This session […]
Advisor Insights: New Year, New Beginnings: Reassessing Goals
January often inspires reflection on the year ahead and renewed motivation to improve personal finances. While saving more money is a common goal, making meaningful progress starts with understanding what you’re saving for and when those needs will arise. Many people are working toward multiple financial goals at once, such as home renovations, education expenses, […]