On December 22, 2025, Moneco Advisors announced that it acquired Lichtenstein Financial and Lichtenstein Tax Consultants.
Moneco Advisors (“Moneco”) announced, on December 22, 2025, that it acquired Lichtenstein Financial and its affiliated tax firm Lichtenstein Tax Consultants (together with Liechtenstein Financial, “Lichtenstein”). Under the terms of the transaction, Moneco is launching Moneco Tax, the rebranded business of Lichtenstein Tax Consultants. Further terms of the deal were not disclosed.
Moneco, based in Fairfield, Connecticut, is registered investment advisor offering wealth management, tax compliance, and consulting services. Moneco has approximately $2 billion in client assets.
Lichtenstein Financial, based in Glastonbury, Connecticut, offers investment management, and insurance planning services, as well as tax services through its affiliated tax firm Lichtenstein Tax Consultants.
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