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Andrew H

CFP®, EA

Moorestown, NJ

Moneta Group Investment Advisors, LLC

Andrew Hipple is a CFP® and Enrolled Agent with 20 years of industry experience, currently serving as an Partner at Moneta Group Investment Advisors, LLC. Prior to merging with Moneta he was the managing partner of Lane Hipple Wealth Management Group an independent RIA. Moneta Group Investment Advisors serves high-net-worth individuals, families, executives and business owners offering advanced tax planning, executive compensation planning, portfolio management, financial planning, and family office services. Having personal bought, sold and successfully executed a succession plan. He brings high touch experience and knowledge to founders and business owners looking to exit, transition or sell their companies. He assist with the tax planning around asset based sales, stock sales and Section 1202 Qualified Small Business Stock sales.

Tax strategies for small businesses Business exit / sale strategy Business sale tax planning Equity compensation tax strategy General retirement planning Founder/Business Owner Executive Self-Employed Doctor or Medical Professional Retired HENRY (High Earners, Not Rich Yet) Retired Established Professionals Mid-Career Professionals Intergenerational Families
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