As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Maggie Rapplean, CFP®
Fee-Only financial planner located in St. Louis, MO, serving clients locally and across the country
Maggie Rapplean is a St. Louis, MO fee-only financial advisor serving clients locally and across the country. Moneta Group provides comprehensive personal financial planning and retirement plan consulting services to help individuals and businesses organize, grow and protect their assets through life’s transitions. Ultra-high net worth clients will find not only comprehensive financial advocacy, but also white-glove, concierge services through Moneta's family office. As a fee-only, fiduciary, and independent financial advisor, Maggie Rapplean is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Moneta, Maggie Rapplean brings an entrepreneurial spirit that helps her connect with other business owners and next-gen investors, as well as 401(k) plan sponsors. She focuses on family financial planning, financial planning for women, business financial planning and financial planning for couples. She enjoys building life-long relationships with her clients as she helps them organize their complex financial lives and define goals for their future.
Maggie believes in a team approach to serving clients in a comprehensive financial planning process. The team structure ensures continuity of service for clients and their families from one generation to the next. Maggie and her team focus on bringing order to clients’ financial lives by helping them define their goals and stay prepared with timely and proactive strategies. They help clients avoid emotionally driven decisions with objective guidance while educating them on financial concepts.
With nearly a decade of experience as a financial advisor, Maggie directs and delivers financial education to retirement plan participants and her clients with the goal of increasing financial literacy and retirement readiness. Maggie is a strong communicator and passionate about helping her clients gain confidence in their financial lives.
Maggie graduated Summa Cum Laude from the University of Missouri – St. Louis, earning her bachelor’s degree in Business Administration with an emphasis in Finance. She is currently earning her MBA through the graduate program at UMSL.
Maggie is an active member of the Rise Society and Workspace. She serves as a mentor for its nonprofit arm, RISE Society, which helps women of all ages achieve their greatest potential by increasing their social capital and taping into a powerful pipeline of success. Maggie is also a supporter of Girls on the Run.
In her spare time, Maggie focuses on fitness by staying active and living a healthy lifestyle. She enjoys spending time with family and traveling.
- As seen in Forbes: How to Start a Retirement Fund
- CERTIFIED FINANCIAL PLANNER™
- National Association of Personal Financial Advisors (NAPFA)
- RISE Society
- Girls on the Run
Maggie Rapplean is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain the personalized attention our clients know and deserve. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.
Moneta was ranked the nation’s second largest fee-only Registered Investment Adviser (RIA) by InvestmentNews in 2019 with more than $20 billion in assets under management (AUM). In the third quarter of 2019, Moneta opens its first expansion office in Cherry Creek, Colorado after 150 years of making St. Louis, Missouri our exclusive home.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Maggie Rapplean is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Maggie Rapplean is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Maggie Rapplean is Quoted on Kiplinger: "Earn $500,000 in 2021? You May Still Have Time to Reduce 2021 Taxes"
Maggie Rapplean is Quoted in Forbes Advisor: "Retirement Planning: How To Start A Retirement Fund"
Maggie Rapplean is Quoted on LinkedIn by Rise Collaborative Workspace: "Before Making a Big Career Change, Use this"
Maggie Rapplean is Quoted on RG Wealth Solutions Blog: "Pension Planning: How To Start A Retirement Fund."
Maggie Rapplean is Featured in St. Louis Business Journal
Maggie Rapplean is Quoted on JAC Answers: "Can I Change Beneficiary On Retirement Plan?"
Contact Maggie Rapplean
100 South Brentwood Blvd
St. Louis, MO 63105