Timothy Halls
CFA®, CFP®, AWMA®
Moneta Group
Partner
Timothy Halls
CFA®, CFP®, AWMA®
Moneta Group
Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Timothy Halls, CFA®, CFP®, AWMA®
Fee-Only financial planner located in St. Louis, MO, serving clients locally and across the country
Timothy Halls is a St. Louis, MO 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, Timothy Halls is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
With over 30 years’ experience in the financial industry, Tim Halls has broad and deep exposure to multiple financial disciplines including corporate and personal finance, economics, investment theory and practice, estate planning, qualified and non-qualified retirement plans, taxes and risk management and adult education. Putting this experience to work for the benefit of his clients starts with fully understanding what they are wishing to achieve, and then providing smart ideas for how to achieve it. This approach is applied with all of Tim’s core areas of focus, whether it’s managing the retirement plans of closely-held businesses, serving successful families as their Family CFO, or working with foundations and endowments in structuring and monitoring their investment portfolios.
Prior to joining Moneta in 2002, Tim spent nearly 14 years with Boatmen’s Bank of St. Louis, later merged into Bank of America, as Senior Vice President of Commercial and Institutional Banking. He was awarded his CFA Charter in 2003, CFP designation in 2004, and AWMA certification in 2006.
At Moneta, Tim’s priority with his Family CFO clients is to understand their objectives and the specifics of their unique circumstances. This requires maintaining a high level of technical knowledge, and then applying it to each individual client’s specific situation. Perhaps as importantly, Tim uses his decades of business and life experience to assist clients with the challenging life decisions they must make – such as during the planning of wealth transfers to future generations.
For his qualified plan clients, Tim’s primary focus is employee education. The best investments and the most generous of employer matches are of no use if the employees do not participate, or if they make emotional, illogical investment decisions. Employee education is a centerpiece of his fully-bundled service to retirement plan sponsors, and it is targeted towards dramatically improving participants’ retirement outcomes. His passion for education complements the investment fiduciary services, plan design consulting and the oversite of the plan’s record-keeper/TPA he also provides.
Active in the community, Tim has served on the Boards of Prevent Child Abuse Missouri, the Delta Gamma Center for Visual Impairments, Kids Rock Cancer, among others. He currently is Vice President of the Webster Groves School District Foundation, a member of the Kingdom House Foundation board, and serves as a volunteer at the Danforth Plant Science Center and Chairman of the Danforth Society Membership Committee.
Tim and his wife live in St. Louis with their two daughters.
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
- Corporate Retirement Plan Consulting and Employee Education
- Income Tax Strategies
- Boutique Private Investments
- Generational Estate Planning
Ideal Clients
- Business Owners
- Physicians
- Corporate Executives
- Retirees and Near Retirees
- Complex Financial Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Timothy Halls 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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Timothy Halls is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Timothy Halls is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Timothy Halls is an Accredited Wealth Management Advisor® (AWMA®)
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Timothy Halls Serves as the Vice President of the Board of the Webster Groves School District Foundation
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Moneta Group Recognized by Investment News: "Introducing the First Top 50 'Best Places to Work for Financial Advisers' List"
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The Post-Dispatch has recognized Moneta Group as one of 140 Companies and Organizations in Greater St. Louis Deemed Top Workplaces
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Barron's Ranked Moneta Among the Nation’s Top 10 RIAs Three Consecutive Years (2018-2020) for Its Combination of Quality and Scale
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Timothy Halls Serves as a Volunteer at the Danforth Plant Science Center and Chairman of the Danforth Society Membership Committee
Contact Timothy Halls
Office Locations:
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100 S Brentwood Blvd
St. Louis, MO 63105
