Danton Troyer is a seasoned financial planner at Moneta Group, where he leverages over 17 years of experience in the investment industry to provide comprehensive financial solutions tailored to families and executives alike. As a Partner at Moneta, Danton plays a pivotal role in guiding...
Danton Troyer is a seasoned financial planner at Moneta Group, where he leverages over 17 years of experience in the investment industry to provide comprehensive financial solutions tailored to families and executives alike. As a Partner at Moneta, Danton plays a pivotal role in guiding clients through the complexities of wealth management, retirement planning, and tax strategies. His expertise in executive compensation planning and Employee Stock Ownership Plans (ESOPs) uniquely positions him to assist corporate leaders in maximizing their employer benefits, ensuring they can secure their financial futures while navigating the intricacies of their compensation packages.
At Moneta Group, recognized as the Midwest’s largest fee-only Registered Investment Adviser, Danton is deeply committed to delivering personalized financial planning services. He focuses on creating holistic strategies that encompass investment management, estate planning, and 401(k) retirement savings plans, all designed to align with his clients' long-term goals. His approach is rooted in a genuine desire to empower families to make informed financial decisions, positioning him as a trusted advisor and a true Chief Financial Officer for his clients.
Key projects that Danton has spearheaded include developing tailored financial plans that integrate tax-efficient investment strategies and retirement income planning, which have proven invaluable for families seeking to build and preserve wealth across generations. His dedication to continuous education and staying abreast of industry trends ensures that he provides the most relevant and effective advice, making him an indispensable resource for clients navigating today’s dynamic financial landscape.
