MOENIO, LLC
CORAL GABLES, FLORIDA

MOENIO, LLC, led by founder Kevin Neal, is a distinguished firm in financial services, specializing in offering unbiased wealth management solutions to high net worth families. Established in April 22, 2016, and operating from Coral Gables, Florida, MOENIO, LLC is committed to serving its clients with no conflicts of interest, as it does not accept compensation from external advisors or institutions. Kevin Neal, the driving force behind MOENIO, brings over two decades of experience in wealth management. His extensive background includes building regional firms and consulting for one of the largest global wealth management companies. Recognized nationally for his expertise, Kevin is a contributor to major media like Bloomberg Radio and The New York Times. He holds credentials as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Trust and Estate Practitioner (TEP). MOENIO differentiates itself with proprietary processes such as the Client-Advisor Assessment Report (CAAR) that evaluates financial advisors, ensuring clients receive verified performance metrics beyond mere trust. The firm is one of few in the U.S. offering a conflict-free evaluation of life insurance policies, prioritizing client interests and providing expert advice to help refine their financial strategies. The company regularly updates its practice by conducting benchmark analyses on investment performances over different timeframes, thus ensuring that clients receive high-quality, real-time feedback on their financial statements and advising efforts. With Kevin Neal's leadership, MOENIO continues to serve as a pivotal resource for anyone seeking transparent, expert guidance in managing significant wealth. For more information about MOENIO, LLC’s services or to discuss financial advisory needs with no conflicts of interest, clients are encouraged to visit their website at moenio.com.