Tony Moeller

Tony is a dedicated professional with over 35 years of experience in providing a personalized approach to investing. Drawing from his past accounting experience and fee-only environment, Tony can create investment recommendations and manage funds completely objectively. Tony has been awarded the Five Star Wealth Manager Award multiple times as well as Best in Client Satisfaction for the Kansas City metro area.

3 min read

Forget ‘Resolutions’ — Focus Instead on Healthier Financial Mindset

(January 10, 2025)

As we start another new year, can we all agree to limit the mention of “resolutions”? The word certainly has a bad connotation: We start them, we...

3 min read

Four Strategies to Optimize Your Charitable Giving This Holiday Season

(December 3, 2024)

One of my favorite parts of the holiday season? People are just more generous. And let’s face it: It feels good to give! Not only does your year-end...

4 min read

Lessons to Learn From: Real-Life Estate Planning Tales From the Trenches

(October 16, 2024)

We’ve all heard the estate planning horror stories, known someone who spent years trying to untangle a legal mess when a loved one died, retold...

4 min read

How to Make Compound Interest Your Friend (And Not Your Enemy)

(July 17, 2024)

You can picture it in your mind: that majestic oak shade tree, standing tall in your backyard. Maybe your grandkids are playing under it.

4 min read

How to Help Your New College Grad Build the Foundation of Financial Success

(June 7, 2024)

Three ways you can help them build a strong financial future, today.

4 min read

Evaluating an Early Retirement Package? Know the Pros and Cons Before You Decide

(May 6, 2024)

In today's corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early...