Leaders of your personal financial team, Moneta Family CFOs are seasoned professionals with experience and expertise across a broad range of financial issues. More than just providing investment advice, Moneta Family CFOs act as advocates for you and your family, creating long-term, personal relationships dedicated exclusively to helping you reach your financial goals and live your dreams.

Successful Family CFOs must be specialists across all financial planning disciplines, although we recognize that no single person could be expert in all of these areas. That is why our 29 principals have diverse backgrounds, bringing a depth and breadth of expertise to share with Moneta clients.

First and foremost, Moneta Family CFOs serve as advocates for clients; protecting, promoting and defending the clients' best interests, doing what is best and only what is best for them. We fully disclose our compensation, the bulk of which is paid directly by our clients. As fee-based advisers, our clients can have confidence that our advice is not subject to any conflicts of interest, but is designed to be in their best interests. And as Registered Investment Advisors (RIAs) we embrace the fiduciary standard, providing advice that always puts our clients’ interests before our own.