Moneta Group, LLC Named ‘Best Family CFO in the USA’ and ‘Best Family Office in Missouri’ by Wealth & Finance INTL Magazine

 

ST. LOUIS—October 6, 2014— Clayton-based Moneta Group, a provider of financial advice to successful families and businesses, has been has been selected as a winner of two 2014 Wealth & Money Management Awards, namely: Family Office of the Year – Missouri, and Best for Family CFO Services – USA.

These awards are designated by Wealth & Finance International Magazine from thousands of nominations for firms throughout the globe, ranging from small niche practices to large corporations.  The selection is based upon votes received and further information gathered from the magazine’s in-house research.

Gene Diederich, Moneta Group’s CEO, says that the awards are an affirmation of the outstanding client service that Moneta provides. “These two awards pay homage to Moneta Principals and their teams for going above and beyond in our Family CFO services – assisting Moneta clients with managing their wealth, planning for the future, and providing sound advice in all areas of finance.”

In 2014, Moneta has received several additional awards on a local and national level. In March, Moneta was named “Best Wealth Advisor” by Ladue News; in June, Moneta was named to the St. Louis Post-Dispatch’s Top Workplaces list; and in September, Moneta was named “Best in Customer Service” in Small Business Monthly’s Best In Business issue.

Moneta Group is ranked as the fourth largest independent Registered Investment Agency in the country, managing over $13 billion in assets. The independently-owned financial planning organization has been serving clients and their financial goals since 1869, helping them manage the multitude of financial issues they face in today’s complex financial world.

For more information about Moneta Group, please visit monetagroup.com. To read the full award magazine, click here (see Moneta’s write up on page 39).