ST. LOUIS—August 25, 2015—Clayton-based Moneta Group, a provider of financial advice to successful families and businesses, has been has been selected as a winner of two 2015 Wealth & Money Management Awards, namely: Sustained Excellence in Family CFO Services – USA & Best Family Office – Missouri. They have also been named Financial Adviser of the Year – Missouri by Corporate Livewire’s Global Fund Award.
These awards are designated by Wealth & Finance International Magazine and Corporate Livewire’s Global Fund Award. Both came 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 in-house research.
Thomas O’Meara, Moneta Group’s Managing Partner, 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 2015, Moneta has received several additional awards, both locally and nationally. In March, Moneta was named one of the “Best Wealth Advisors” by Ladue News, to the St. Louis Business Journal’s Best Places to Work list, a Top Workplace by the St. Louis Post-Dispatch, and as one of PlanAdviser Magazine’s Top 100 Retirement Plan Advisers. Also, in April, Moneta was named the Face of Wealth Management by St. Louis Magazine.
Moneta Group is ranked as the sixth largest independent Registered Investment Agency in the country, managing over $14 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.
To read the full award magazine for Wealth and Finance Magazine, click here. Moneta’s write up can be found on page 22.