Tony Moeller

Partner, Senior Advisor | MarksNelson Advisory, LLC

Tony is rooted in long-term relationships and providing a personalized approach to investing.   He combines his past accounting experience, with over 30 years as a registered investment advisor. His experience of working with individuals, business owners, retirees, and qualified retirement plans within a fee-only environment assures clients that investment recommendations and management of their funds is completely objective.

As a graduate of Rockhurst University with a BSBA majoring in accounting, Tony began his career in public accounting. He joined MN Wealth Advisors after merging-in the Overland Park-based wealth management company he founded.

Tony is recognized as a multi-year winner of the Five Star Wealth Manager Award, Best in Client Satisfaction in the Kansas City metro area by an independent research company, Crescendo Business Services. 

Tony and his wife Sandra, live in Overland Park, Kansas with their three kids, giving him plenty of activities to consume much of his extra time. Together, the family enjoys vacationing, involvement in church, and community activities.