Moneco Advisors Merges with Lichtenstein Financial, Launches Dedicated Tax Division
Moneco Advisors, a Fairfield, CT-based registered investment advisor has finalized its merger with Glastonbury-based Lichtenstein Financial and affiliated Lichtenstein Tax Consultants, marking the culmination of a multi-year integration designed to align both firms’ operations, client service models, and planning philosophies ahead of closing. The Fairfield-based firm has now expanded its core services with the launch of Moneco Tax, a rebranded and fully integrated tax planning and preparation arm.
“This was a highly intentional partnership built over time,” said Charlie Rocco, CEO of Moneco Advisors. “Brian developed a tax and wealth management firm defined by trust, integrity, and multigenerational client relationships. Partnering allows us to honor this legacy while providing current and future clients with continuity and broader tax, planning, and investment management capabilities.”
The addition of Moneco Tax strengthens the firm’s ability to offer comprehensive planning by embedding tax experts directly into the advisory process.
“Tax is such a vital pillar of the financial planning process,” said Derrek Metz, Chief Wealth Officer at Moneco. “By bringing tax and wealth together under the same roof, our team can not only suggest tax planning strategies but map out how those strategies will impact clients’ future returns. We have greatly increased the level of tax expertise across the broader Moneco team.”
Moneco Tax will operate as a standalone compliance and consulting business within the Moneco family of companies. Partner TJ Hickey will serve as principal for the combined tax and wealth management practice in Glastonbury.
Rocco emphasized that clients will experience continuity in relationships and service: “The clients will continue working with the same team they know and trust, now supported by expanded resources, refined processes, and enhanced technology.”
With the addition of the Lichtenstein team, Moneco now oversees approximately $2.8 billion in client assets.