MOENIO, LLC
CORAL GABLES, FLORIDA

Kevin Neal,is the driving force behind MOENIO. With more than 20 years of experience in the financial services industry, Kevin has earned recognition as a subject matter expert and trusted expert to high net worth and ultra high net worth families and individuals. He is a leading authority on financial advisors’ practices and the solutions required by wealthy families when working with their advisors. During Kevin’s 20 + years in the financial services industry he has built a regional wealth management firm, a financial planning practice, and was a 10+ year veteran of one of the largest wealth management firms in the world. Kevin has been Partner and Vice President of Sales for a regional RIA firm, Regional Wealth Management Consultant, Business Development Consultant, and a Private Wealth Advisor. Using his expertise in what individuals and families require from their advisors and bankers, Kevin created a proprietary process to evaluate and rate financial advisors, “Client – Advisor Assessment Report (CAAR).” This report breaks down an advisors practice and their performance to give verification on what is provided to the client. Rather than trust, the CAAR creates a “Trust but Verify” aspect for clients. As a national recognized resource on investor and advisor matters, Kevin has been interviewed by Bloomberg Radio and NPR as well as showcased in Business Insider, The Street, The New York Times, and other national publications. Moenio does not accept compensation from advisors, bankers, consultants, wealth management firms, RIA’s or other institutions when providing our expertise to clients. WE are unbiased and have no conflicts. Moenio is one of the few firms in the country offering conflict-free Life Insurance Evaluation. We charge a fee and do not get paid commission. Our goal is simple for our clients: Can you pay less in premium, cut commission and get more or some other alternative? Provide expert advice when working with insurance agents – we sit on your side of the table Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more. How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance. You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time. Why Moenio 20+ Years of Wealth Management Experience: He knows specifically what financial advisors, bankers, and firms can provide clients and what clients should ask to receive Expert on advisors practices: Provides expert witness testimony when questions arise on fees, performance, trustee issues and sale practices. Kevin is the driving force behind Moenio bringing over 20 years of practical wealth management experience. He is a nationally recognized authority on the investments solutions and services needed by wealthy families when working with financial advisors and wealth management firms. Kevin is a regular contributor to Bloomberg radio and has provided expert commentary in publications such as The New York Times, Barron’s – Penta, Business Insider, and others. Kevin is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and TEP (Trust and Estate Practitioner). We share what is truly important when evaluating your current financial advisor or banker and provide a detailed process to help in your evaluation Helping a client find the right advisor (case study) A business is sold and the advisors/bankers start descending. This is the story of how we helped our client find the right advisor in a customized search. Trustees, and protector panels, have unique needs. How we helped one client manage for obligations. Moenio is one of the few firms in the country offering conflict-free Life Insurance Evaluation. We charge a fee and do not get paid commission. Our goal is simple for our clients: Can you pay less in premium, cut commission and get more or some other alternative? Provide expert advice when working with insurance agents – we sit on your side of the table Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more. How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance. You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time. Why Moenio 20+ Years of Wealth Management Experience: He knows specifically what financial advisors, bankers, and firms can provide clients and what clients should ask to receive Expert on advisors practices: Provides expert witness testimony when questions arise on fees, performance, trustee issues and sale practices. Kevin is the driving force behind Moenio bringing over 20 years of practical wealth management experience. He is a nationally recognized authority on the investments solutions and services needed by wealthy families when working with financial advisors and wealth management firms. Kevin is a regular contributor to Bloomberg radio and has provided expert commentary in publications such as The New York Times, Barron’s – Penta, Business Insider, and others. Kevin is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and TEP (Trust and Estate Practitioner).