Retriement Plan Specialist
Retriement Plan Specialist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nicholas Kroeger
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Nicholas Kroeger is a Denver, CO fee-only financial planner. 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, Nicholas Kroeger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
When it comes to retirement plans, Nicholas Kroeger has all the tools to help navigate the increasingly complicated product and compliance landscape. With 15 years of experience in all types of group retirement plans, Nicholas is committed to crafting a plan design that works for the company while also implementing tools to provide all employees with positive retirement outcomes. Nicholas believes a successful retirement plan has three components: outstanding plan design, best in class investment options and a robust employee education and engagement program. With these three components working in place, Nicholas is confident that you can have a successful plan at a competitive price while putting employees on the path to a full and dignified retirement.
Prior to joining Moneta, Nicholas spent 14 years at Principal Financial Group assisting plan sponsors and financial advisors with their retirement plan clients. As the Director of sales for the Rocky Mountain Region, Nicholas spent extensive time working through many unique challenges that come with all types of retirement plans for businesses ranging from just a few employees to thousands of employees.
The retirement plan landscape continues to become more complicated. From expanding regulatory oversight to recordkeepers using increasingly complicated and unique products to collect fees in a hyper-competitive market, Nicholas has seen it all. By helping his clients navigate the competitive retirement plan landscape, Nicholas has a firm grasp on the strengths and weaknesses of all the major players in the market. He is uniquely qualified to help his clients select the right partners for them.
Nicholas and his wife live with their son in the Sloan’s Lake neighborhood in Denver. They are active in the local community, supporting the Delores Project, The Wild Animal Sanctuary, World Vision, Wartburg West and the Heifer International. They also enjoy the many outstanding live music venues in the area and spend as much time in the mountains as they can.
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
Moneta Group Recognized by Investment News: "Introducing the First Top 50 'Best Places to Work for Financial Advisers' List"
Moneta Group is Featured in Citywire RIA: "Moneta Group, one of the largest Midwest RIAs with $20 billion in assets under management, is launching an office in Denver, Colorado."
Barron's Ranked Moneta Among the Nation’s Top 10 RIAs Three Consecutive Years (2018-2020) for Its Combination of Quality and Scale
Contact Nicholas Kroeger
1580 King St
Denver, CO 80204-1662