FOR IMMEDIATE RELEASE
Fairfield, Conn. – December 10, 2024 – Moneco Advisors has been named one of the “Best 52 Registered Investment Advisors (RIAs) To Work For” in the United States by FinancialPlanning.com, ranking them in the top 40% of all RIAs surveyed for this ranking. Learn more here: https://www.financial-planning.com/list/the-52-best-rias-to-work-for.
“At our core, we believe that happy, engaged employees create better, more dedicated and personalized client experiences,” said Charlie Rocco, Managing Partner. “This recognition is a testament to the collaborative, supportive environment we’ve built and to the incredible talent we’re proud to call our team. Together, we are redefining what it means to provide comprehensive financial planning and investment advice, always putting our clients first.”
With more than 15,000 RIAs located across the country according to the SEC, this distinction amongst their peers highlights the strength of the Moneco culture, the dedication of their
team, and the commitment to delivering personalized service to their clients. This recognition also underscores their belief that when team members thrive, it is their clients who benefit the most.
Moneco is a multigenerational firm with over 16 CERTIFIED FINANCIAL PLANNER® professionals (CFPs®) on their team, showcasing depth of experience and commitment to professional excellence. This autumn, they celebrated the promotion of six team members into new leadership roles, a reflection of the firm’s focus on cultivating talent and creating opportunities for growth. To learn more, visit the team at: monecoadvisors.com. These achievements demonstrate the strength of the firm’s values and dedication to building a collaborative, forward-thinking team that delivers what they intend to be the highest level of service to their clients. No fee was paid to participate in this ranking.
About Moneco Advisors, LLC
Established in 1980, Moneco Advisors was founded with a vision to redefine client relationships in wealth management. Moneco is an independent RIA that is advisor- and partner-owned with practice locations in Westchester County, NY; Fairfield, Glastonbury, Hamden/Wallingford and New Canaan, CT; The Berkshires, MA; and Bergen County, NJ. With 16 CERTIFIED FINANCIAL PLANNER® professionals, two advisors with their juris doctor, five MBAs, and two Accredited Investment Fiduciaries® at the firm, the team at Moneco is committed to sharing their wealth of knowledge to benefit their clients.