Client-centered since 1869, Moneta Group’s goal is to provide clients with comprehensive services that meet their complex financial needs. Whether providing wealth management services to high net worth families or serving as a fully-loaded retirement plan team for small businesses, there are three things that Moneta employees live and breathe:

  • We are passionate about what we do.
  • We act only in our clients’ best interests.
  • We deliver ‘Raving Fan’ service.
Moneta Group | Your Family CFO 0:34