Moneta Group is a Financial Planning and Consulting Firm located in Clayton, MO.
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20 July 2010
Moneta Group Charitable Foundation partnered with St. Louis Cardinal wives and Great Circle to help raise $26,000 at the St. Louis Cardinals Grab Bag event recently held at Busch Stadium.
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09 July 2010
Moneta Group, a provider of life-long financial advice to successful families, found itself in the national spotlight recently when it was mentioned on both Financial Advisor and Wealth Manger magazines’ annual rankings of financial firms.
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02 July 2010
Moneta Group Charitable Foundation has partnered with St. Louis Cardinal wives and Great Circle in support of their St. Louis Cardinals Grab Bag event happening July 18 at Busch Stadium. During the Cardinals game against the Dodgers on July 18, fans will have an opportunity to acquire team memorabilia and help a great cause at the same time…
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24 May 2010
Five employees at Moneta Group, a provider of life-long financial advice to successful families, have recently been awarded the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
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24 May 2010
When hundreds of cancer survivors and their families and friends participated in The Wellness Community of Greater St. Louis’ 12th Annual Survivorship Walk, more than 100 Moneta Group employees were there to support the cause. The Wellness Community helps those with cancer and their caregivers enhance their health and well-being through participation in professionally led support groups, educational workshops, and mind/body programs.
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08 April 2010
Clayton-based Moneta Group, a provider of Family CFO services to successful families, will host Richard Hoey, chief economist of The Dreyfus Corporation and chief economist and senior vice president of The Bank of New York Mellon Corporation. As one of the world’s leading economic experts, Hoey will share his insights on the current financial picture with Moneta Group clients and their guests at the Ritz-Carlton on April 22. The event is not open to the public, but members of the media are invited to attend and interviews with Hoey are available upon request either prior to his visit or in conjunction with it...
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31 March 2010
Moneta Group Charitable Foundation, a nonprofit organization started in 1999 by Moneta Group to provide funding to St. Louis area charitable organizations and programs with a primary focus on children, education and the elderly, recently presented a grant of $10,000 to Ronald McDonald House Charities as a ‘Gold Pedal Sponsor’ for the organization’s inaugural RMHC Ride, a cycling fundraising event taking place June 19...
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26 March 2010
Clayton-based Moneta Group, a provider of life-long financial advice to successful families, has announced two key hires. Rich McDonald has joined the firm as Fixed Income Analyst. McDonald lends…
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12 January 2010
Moneta Group, one of the country’s leading independent financial planning and consulting firms, has announced that two A.G. Edwards veterans have joined the firm. Patrick J. Howley III, CFP®, MBA joins the firm as a principal and Family CFO. Betsy E. Dow, CPA, joins the firm as a professional consultant.
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11 November 2009
With more than $6.5 billion in assets under management, Clayton-based Moneta Group , a premier provider of life-long financial advice to successful families, has earned the number three spot on Investment News magazine’s ranking of the 50 Largest Financial Planning Firms in the country.
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