Why do people work with us?
Trust, Confidence, and
personalized solutions
We believe we exceed expectations because we understand what really matters to you – not just your portfolio returns, but your confidence in the future. When life throws you curveballs (and it will), you'll know we're there with the compassion, communication, and direct guidance you need to navigate whatever comes next. We don't ask what you want as much as we learn what you're looking for, then give you specific, unambiguous advice that cuts through the noise. The proof isn't in our promises – it's in our attention to detail, follow-through, and our dedication to our clients when they need us most.
Who will you be working with?
Our Family,
Helping Yours for 50 Years
Moldenhauer & Associates was founded in 1974 and named after our firm's founder, Richard Moldenhauer. Richard returned from Vietnam in 1972, entered the industry, and established the firm in 1974. His son Brett joined the firm in 2004, as the world and economy were still recovering from the dot-com crash, bringing a fresh perspective during a challenging time in the markets. Over the decades, the firm has evolved from a high-net-worth insurance firm to a comprehensive wealth management practice focused on managing and growing assets.