We aren’t for everyone.
And you’re not just anyone.
You deserve a unique financial plan, too. We’re ready to meet you where you are and help take you where you want to go.
Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser. What does that mean to you? Our business decisions are made by advisors, not by outside investors who might be focused solely on short-term return.
Proceed with the power
OF THE ENTIRE FIRM BEHIND YOU.
Unlike some firms, our advisors work together—not against each other—to solve the toughest, most complex financial challenges. Serving over 6,000 individuals and families, we can share ideas and experiences, so our advisors can address your unique situation.
Cookie-cutter doesn’t cut it.
We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on strategies and solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
You’ve already arrived.
WE’LL HELP YOU GET TO YOUR DESTINATION.
Built for today. For tomorrow.
AND FOR GENERATIONS TO COME.
In the financial world, institutions seem to come and go. Just as your personal goals go beyond next quarter’s numbers, Moneta has been built to last, from our leadership to our back office to advisor teams designed to support your vision for generations to come.
WEALTH IN MOTION
Impact in Action
As a proud sponsor of St. Louis City SC, community is one of our motivators. Our involvement in charitable giving and local organizations is in our DNA. We help our clients give back as well, each in ways which support their unique priorities.