Our Expertise

CFA®, CPA, CFP®, J.D., AWMA®, PFS, CLU®, MBA. If it’s just alphabet soup to you, don’t feel alone. At Moneta Group, we’re more than a jumble of letters. We’re the expertise, experience, education and training those letters represent, and we put it all on the line for your financial future.

What’s important to you is that this depth and breadth of professional expertise ensures that your advisor team, through shared dialog and ongoing communications, have the knowledge and training necessary to answer all the questions you have about your financial life.

Our financial advisors have expertise in the following areas: