About Us

At Moneta, we can never do too much for our clients. We go to extraordinary lengths to make a positive impact on their lives, empowering them to navigate important decisions, protect what they cherish, and achieve their dreams for themselves and their families.

Our clients trust the talent and experience of our professionals who have helped thousands of people at every stage of life successfully reach their financial goals.

  • We put young high earners on track to building lasting wealth, answering their texts at odd hours, meeting them on play dates, coaching them on budgeting, and raising issues they never would have anticipated on their own—from tax-efficiencies to life insurance.
  • We help wealthy families protect their success, refine their investments, and provide for the people and causes they care about—sometimes, even doing a little yard work for an elderly widow here and there along the way.
  • We simplify the lives of ultra high net worth families, offering concierge and bill paying services, defining family mission statements and finding tax-smart ways to preserve complex legacies across multiple generations.
  • We provide Retirement Plan Consulting Services to business and institutions seeking a consultative approach to program development, participant education, and investment advisory solutions.

Whatever a client’s financial planning needs, Moneta provides a comprehensive, best-fit solution.

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All Moneta clients enjoy close, continuous personal attention from a highly trained team of professionals, thanks to our exceptionally low, 48-to-1 advisor-to-client ratio. With our transparent, fee-only Although neither Moneta Group, LLC nor Moneta Group Investment Advisors, LLC, receive commissions relative to the sale of insurance, certain of its employees are licensed insurance agents of third-party non-affiliated insurance companies and do receive commissions and other income from new and ongoing insurance policies. compensation structure, they can be confident our advice is in their best interest. We are completely devoted to our clients, and never stop evolving to meet their ever-changing needs.

Awards & Recognition

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Taking care of our clients always has been and always will be Moneta’s top priority. These accolades and awards help verify that we remain successful in that endeavor; and for that reason we are proud to have been recognized with the following honors:

Best Places to Work in St. Louis 2015-2018

St. Louis Business Journal

Family CFO of the Year 2016

Wealth & Money
Management Award