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Meet Moenio

Creating Better Outcomes for Our Clients

How do we create Better outcomes for you?

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There are over 600,000 registered advisors in the United States

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We identified what makes an advisor one of the the Best by studying thousands of advisors in education, experience, performance, fees, products used, and more

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We measure your financial advisor against these metrics to see if they are truly one of the Top 5% in the country

This makes certain you:

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Have a Great

Advisor

The right advisor makes all the difference. Our clients know they are working with one of the Best in the Country.

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Pay a Fair

Fee

Excess fees or paying too much has a negative impact on return. Our clients know they are paying a fair and competitive fee.

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Receive Good, Risk-Adjusted Performance

We do not manage assets but measure performance and investments results the right way. Our clients financial advisors are held to a higher standard.

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Have Clear

Communication

The #1 reason clients leave their advisor is lack of clear communication. Our clients get timely reports with the right information they can understand.

We help a diverse group of clients in many areas

Let us share with you how we help our clients. Choose one

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Family

& Individuals

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Trustee, Protectors

& Beneficiaries

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Sudden

Wealth Event

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International

Family

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Family Offices,

Pensions, and Charities

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Life Insurance

Evaluation

Family & Individuals

Having the right Financial Advisor is material – it’s about you, your family, and future. Moenio helps families across the wealth spectrum navigate the challenges of their wealth.

Where are you?

Choose One

Emerging Wealth

High Net Worth

Ultra High Net Worth

Trustee, Protectors & Beneficiaries

Your role in a trust has consequences, often times significant. Moenio works with our clients to make certain the assets, and those managing them, are working on your behalf – a safety check.

What role are you undertaking?

Choose One

Acting as a Trustee?

Protector Panel

You are a Beneficiary

Sudden Wealth Event

You are in a unique position, sometimes, uncomfortable – Wealth being obtained quickly. The decision you make will have a profound impact thus “getting it right” is important. We provide the guidance and direction.

Which one are you?

Choose One

Sale of Business

Divorce

Inheritance

Athletes

International Family

You want your assets to be in the United States but you face a challenge. How do you choose an advisor or make certain the one you have chosen is good, if not great? With over 600,000 registered advisors in the United States, who can you trust to help you navigate the complexities of finding an advisor to manage your assets?

Whether new to the United States or currently using a financial advisor, Moenio helps our clients answer the difficult questions.

Choose One

International Family

Family Offices, Pensions, and Charities

Your needs are more specific and specialized. Like a pit crew making certain the car is running properly, you need assurances your investment process and it’s outcome, are in-line with your needs.

Moenio provides a safety check on performance, fees, and the investment process.

Choose One

As a family office are you maximizing your relationship with the financial advisors?

As a pension, are you getting out of the box thinking to help meet your needs?

As a charity, are the advisors and firms providing the right guidance and support?

Family Offices…

Life Insurance Evaluation

Like investment accounts, life insurance is an investment often times having considerable assets.

Moenio is one of the few firms in the country offering conflict-free Life Insurance Evaluation. We charge a fee and do not get paid commission. Our goal is simple for our clients:

  • Do you have the right type of insurance?
  • Can you pay less in premium, cut commission and get more or some other alternative?
  • If buying, or bought, is the insurance being structured correctly for your benefit?
  • Provide expert advice when working with insurance agents – we sit on your side of the table

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

Performance Evaluation

How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance.

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

Performance Evaluation

How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

Performance Evaluation

How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Performance Evaluation

How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance.

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Performance Guard

You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.

How We Protect You and, Our Clients

Advisor Background Check

We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

Performance Evaluation

How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance.

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

How We Protect You and, Our Clients

Evaluate My Advisor

Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.

Fee Analysis

How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.

Find My Advisor

We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.

Investment Manager Evaluation

The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?

Portfolio Check

We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.

Our Story Is Being Heard

Why Moenio

Meet Kevin Neal, Founder and CEO

  • 20+ Years of Wealth Management Experience: He knows specifically what financial advisors, bankers, and firms can provide clients and what clients should ask to receive
  • Worked with over a thousand advisors, bankers, and brokers: Ability to separate what makes “the best” advisors, the best
  • Leader in the Industry: Recognized as a leading resource in national publications on issues that matter for clients and advisors
  • Expert on advisors practices: Provides expert witness testimony when questions arise on fees, performance, trustee issues and sale practices.
    https://www.batesgroup.com/experts/kevin-m.-neal
  • Understands the Issues: As a Certified Financial Planner, Chartered Life Underwrite, Chartered Financial Consultant, and Trust and Estate Practitioner, Kevin knows what advice advisors should be delivering.

Kevin is the driving force behind Moenio bringing over 20 years of practical wealth management experience. He is a nationally recognized authority on the investments solutions and services needed by wealthy families when working with financial advisors and wealth management firms. Kevin is a regular contributor to Bloomberg radio and has provided expert commentary in publications such as The New York Times, Barron’s – Penta, Business Insider, and others. Kevin is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and TEP (Trust and Estate Practitioner).

White Papers & Case Studies

White_Paper_A

Investors Evaluate Advisors the Wrong Way

We share what is truly important when evaluating your current financial advisor or banker and provide a detailed process to help in your evaluation

White_Paper_B

Is your Advisor a Fiduciary - it's not so simple

The media talks about ‘You must have a Fiduciary.’ We share with you real-life situations where this advice on having a Fiduciary is not so simple.

White_Paper_A

Helping a client find the right advisor (case study)

A business is sold and the advisors/bankers start descending. This is the story of how we helped our client find the right advisor in a customized search.

White_Paper_B

Trustees - Unique challenges in working with advisors (case study)

Trustees, and protector panels, have unique needs. How we helped one client manage for obligations.