Moneta Group > Family CFO, Investments, Risk Management, Financial Advice, Tax Planning

Client-centered since 1869, Moneta Group provides Family CFO services to clients with complex financial lives.

Unique Clients Deserve Unique Strategies.

We provide unbiased, independent, comprehensive advice.
How much is enough?

We help grow, manage and protect your family’s assets.
What will my legacy be?

We help ensure that your life’s work will matter.
Will Uncle Sam undo all of my plans?

We provide expert tax strategies.
Who is watching the bottom line?

We help you keep your goals in sight.
Is my wealth protected?

We understand your complex risk management needs.
Even successful CEOs need a good CFO.

We simplify the complexity of your business’ financial affairs.