HARRISON, New York – October 14, 2024 – Al Hodys, JD, CFP®, RICP®, formerly of RWP Capital, is excited to announce a merger with Moneco Advisors, combining his established financial advisory practice with a dynamic team of independent wealth management professionals. This strategic partnership brings together a diverse group of multigenerational financial advisors, including 16 Certified Financial Planners™. The alliance is designed to enhance Al’s ability to deliver comprehensive financial, tax, estate, and retirement planning services tailored to meet the unique needs of individuals, families, and small businesses.

Al confirms, “I am thrilled to be able to join forces with the team at Moneco Advisors to help create an even more robust financial planning, client service and investment platform for my valued clients. I carefully evaluated Moneco as a partner and look forward to delivering greater opportunities for my clients to access a wealth of knowledge to empower their financial lives.”

“We believe in conscious growth at Moneco,” says Charlie Rocco, JD/MBA, CFP® CIMA® and Managing Partner located in Fairfield, CT. “By joining the firm, advisors can truly prioritize their clients’ best interests and enhance our collective commitment to fiduciary responsibility, free from the pressure to sell proprietary products. The integration of Al Hodys and his RWP Capital practice into the firm presents a unique opportunity to combine our talents, tenure and experience. Together, we are dedicated to putting our clients first.”

For more information about the services offered by Al Hodys at Moneco or to schedule a consultation, please contact 203.319.3550. RICP® designation conferred by The American College.

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 Harrison, NY; Fairfield, Glastonbury, Hamden/Wallingford and New Canaan, CT; Pittsfield, MA; and Woodcliff Lake, 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 help create long-lasting solutions for their clients.

Media Contact
Deirdre M. Childs
Director of Marketing
Moneco Advisors
www.monecoadvisors.com
2150 Post Road Suite 201
Fairfield CT, 06824
Phone: 203.319-3550
Deirdre.childs@monecoadvisors.com