Megan Kanter
CFP®
Moneta Group
Financial Advisor
Megan Kanter
CFP®
Moneta Group
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Megan Kanter, CFP®
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Megan Kanter is a Denver, CO 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, Megan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Megan Kanter serves on Moneta’s Advisory Team to build and cultivate long-lasting relationships with clients. Megan’s goal is to always empower people to make smarter financial decisions. She does this by finding ways to consistently further her education in order to bring innovative and effective financial tools, solutions and resources to clients. She also brings a unique perspective with experience at firms in both Boston and Denver.
Megan earned her Bachelor of Science degree with a focus on accounting and finance from the University of Denver. Prior to joining Moneta, Megan worked at Eaton Vance in Boston, where she worked with high-net-worth individuals and focused on tax-planning strategies. Looking to expand her knowledge, she then moved to Denver to work for Personal Capital, learning important aspects of behavioral finance and how to expertly tie technology into the financial planning equation.
Outside of Moneta, Megan enjoys a variety of outdoor activities, including skiing, hiking, traveling and spending time with her husband and Golden retriever. You will often find her involved in numerous mentoring opportunities.
Megan Kanter 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.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- College Education Planning
- Retirement Income Planning
Ideal Clients
- Working Professionals
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Retirees and Near Retirees
- Novice Investors
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Megan Kanter is a NAPFA-Registered Financial AdvisorThe 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.
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Megan Kanter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Megan Kanter is Quoted on LinkedIn by Rise Collaborative Workspace: "Before Making a Big Career Change, Use this"
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Megan Kanter Presented "Dissecting Current Events - When to Pay Attention to Headlines That Could Impact Your Money Moves" for The Pledgettes, a personal finance community for women taking an active role in their wealth
Contact Megan Kanter
Office Locations:
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200 Columbine Street
Suite 220
Denver, CO 80206
