The Schwab Impact “Best in Business” Award

01 October 2007

In 2007, Moneta Group was awarded Schwab’s Best in Business Award™, part of an industry-wide awards program to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation, and impressive growth. 

Moneta Group was honored for its success in delivering a wide range of services to clients, including investment planning, in-house estate planning, tax planning and preparation, retirement planning, charitable giving, business succession planning and risk management. Between 2001 and 2007, assets under management at Moneta Group grew from approximately $3 billion to more than $7.9 billion, while the number of clients remained the same.  This success with existing clients stems from the firm’s focus on serving as “Family CFO” for its clients, emphasizing relationships and maintaining a fierce commitment to high levels of client service.