FAIRFIELD, Conn., September 26, 2024 – Moneco Advisors, LLC (monecoadvisors.com) is proud to announce that it is one of only two financial advisory firms headquartered in Connecticut to have been selected and ranked on the Inc 5000 Fastest Growing Companies in America list. To be eligible for the Inc. 5000, a company must be privately held, for profit, and independent (not a subsidiary or a division of another company). The companies selected, across all industries, have weathered both inflation and the COVID pandemic to continue creating notable growth. To view the rankings, visit: https://www.inc.com/inc5000/2024.
Working in the New Canaan, CT Moneco Advisors’ office, Managing Partner Derrek Metz comments on the firm’s growth: “Our belief is simple: local firms succeed by serving their communities. This recognition drives us to enhance clients’ lives and strengthen our local impact. While others chase Wall Street profits, we find fulfillment in service. This award confirms we are on the right track and reinforces our mission. We are eager to continue our growth to help more clients streamline their financial lives.”
The firm experienced a 91% increase in growth in the evaluation period for this ranking, maintaining its focus on financial advisory and planning services, offering their clients a wealth of knowledge and financial plans built for real life.
To learn more about the methodology in selecting firms for this third party ranking, visit: https://www.inc.com/inc-5000-methodology-how-we-selected-thesecompanies.html. No fee was paid to participate.
About Moneco Advisors, LLC
Established in 1980, Moneco Advisors was founded with a vision to redefine client relationships in wealth management. The firm’s professionals are experienced financial guides creating financial plans for life. And as a multi-generational team, Moneco is committed to serving clients from the heart, providing planning foundations that elevate clients’ financial lives from one milestone to the next.
The Moneco team of advisors, client service professionals, and operations staff span various career stages, ensuring a rich pool of experience, knowledge and perspectives to benefit our clients. This dynamic ensures continuity and innovation for the decades to come, thoughtfully designed to serve individual as well as families/generational wealth and small business households.
Moneco is an independent RIA that is advisor- and partner-owned with practice locations in Fairfield, Glastonbury, Hamden/Wallingford and New Canaan, CT; Pittsfield, MA; and Woodcliff Lake, NJ. With 13 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 help create long-lasting solutions for their clients.