Above and Beyond—Providing Exceptional Experiences to Both Clients and Employees

the outside of the Moneta Clayton building

Moneta Group has been named to three “Best Of” Lists: St. Louis Business Journal’s Best Places to Work List, Ladue News’ Platinum List, and Small Business Monthly’s Best in Customer Service List

ST. LOUIS—March 3, 2017— 2017 is shaping up to be an awards-filled year for Clayton-based Moneta Group. The advisory firm has been named to three prestigious local lists in the last month, the St. Louis Business Journal’s “Best Places to Work” list in the large-sized company category, which includes companies with 250-999 employees; the Ladue News Reader’s Choice Platinum List for Best Wealth Manager; and the Small Business Monthly Best in Business List for Customer Service.

Tom O’Meara, Moneta Group’s Managing Partner and Chairman of the Board, says that the awards are extremely meaningful because they not only represent the passion that employees have for their work and for each other, but also the satisfaction that the firm’s valued clients feel.

“Our primary focus is to empower people to navigate life’s path and protect what they cherish,” O’Meara says. “Whether this means that our clients are able to rest easy knowing that their financial affairs are being watched over or that our employees believe so passionately in the cause that they are working for, accolades like these help us know that we are pointing our ship in the right direction.”

Moneta’s dedication to their clients and employees has lead to multiple accolades over the last several years. This is the third consecutive year that the firm has been a finalist for the Business Journal’s Best Places to Work award, an honor for which hundreds of St. Louis companies vie for, but only 47 are named as finalists.

The Ladue News Platinum List and Small Business Monthly Best Customer Service List are two additional honors that Moneta has received for multiple years running. Both are selected by reader votes.

“At Moneta Group, we are truly focused on people in everything we do,” O’Meara says. “Our purpose is to go above and beyond—for our clients, and for each other.”

On a national level, the firm’s retirement planning business also brought home an honor this month being named to PlanAdviser’s Top 100 List in mid-February.

Moneta Group is one of the largest Registered Investment Advisories in the country, advising on over $16 billion in assets. The independently-owned financial planning organization has been serving clients since 1869, helping individuals, businesses, and institutions manage the multitude of financial issues they face in today’s complex financial world.

For more information about Moneta Group, please visit monetagroup.com.

###