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 growth strategy focused on cultural alignment and planning depth but adds tax planning and preparation to the broader Moneco service offering through the rebranded Moneco Tax business (formerly Lichtenstein Tax Consultants).
“This was a highly intentional partnership built over time,” said Charlie Rocco, CEO of Moneco Advisors. “Brian developed a tax and wealth management firm defined by trust, integrity, and multigenerational client relationships. Partnering allows us to honor this legacy while providing current and future clients with continuity and broader tax, planning and investment management capabilities.”
By launching Moneco Tax, Moneco will be able to enhance their existing client experience by bringing tax professionals in-house to not only prepare client returns if needed, but most importantly enhance the tax planning experience. “Tax is such a vital pillar of the financial planning process,” said Derrek Metz, Chief Wealth Officer at Moneco. “By bringing tax and wealth together, under the same roof, our team can not only suggest tax planning strategies for our clients but map out what it would look like on their future return. We have greatly increased the level of tax expertise on the broader Moneco team.” Moneco Tax will operate under the Moneco family of companies as a standalone tax compliance and consulting business.
Moneco Partner and CFP®, TJ Hickey will assume responsibility as principal for Moneco’s tax and wealth management practice in Glastonbury, Connecticut. The office location and client service teams will remain unchanged. “The clients will continue working with the same team they know and trust, now supported by expanded resources, refined processes, and enhanced technology,” Rocco added. Moneco Advisors and Moneco Tax plan to enhance and expand services offered in 2026.
Notably, Moneco was recently named to the Inc. 5000 list of “Fastest-Growing Private Companies in America” among other industry awards and expects continued momentum in the M & A space throughout 2026 and beyond. Learn more here.
About Moneco Advisors
Founded in 1980, Moneco Advisors is a client-first, always financial planning firm providing comprehensive financial guidance to individuals, families, and business owners. The firm is built on a disciplined planning process designed to align financial decisions with each client’s goals, priorities, and long-term vision.
Media Contact
deirdre.childs@monecoadvisors.com