Our Firm

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Download our “Who Is Moneta?” one page PDF.

Have you ever considered that managing your family’s finances can be just as complicated as running a business? Most successful businesses have a Chief Financial Officer to help coordinate its financial affairs. We believe successful families need the same kind of financial support, and at Moneta Group, this is what we do. We are Family CFOs.

Our role is to do one thing: provide you with the customized services that take the stress and complexity out of managing your personal financial affairs, giving you the freedom to enjoy the life you have worked hard to achieve.

As your Family CFO, our responsibility is to advise you on how to manage, grow and protect your family’s assets. Investment management is obviously a piece of this, but the complexities of retirement planning, estate and philanthropic strategies, tax planning, money management, risk management and business succession also require a wide range of expertise.

Moneta Group Partners and Advisors hold more than 195 professional designations, including CFP®, CFA®, AWMA®, AFI®, PFS, J.D., CPA, CLU and others, giving the firm an incredible depth and breadth of expertise across a broad range of topics.

A board of directors, headed by Chairman and Managing Partner Tom O’Meara, provides solid leadership and the robust infrastructure that allows Moneta principals to focus exclusively on the needs of clients. An immediate and onsite professional service platform, including accounting, investments, human resources, marketing and communications, information technology and operations, further supports our professional advisors and their teams.

An independent RIA (Registered Investment Advisor) firm, Moneta Group manages more than $14.5 billion in assets (as of December, 2015), which ranks us among the top RIAs in the country. In additional to being ranked by Financial Advisor Magazine and Financial Times Magazine as being one of the top RIAs in the country, Moneta Group has also received many awards and accolades.

Although accolades and recognition from the industry are valuable, to Moneta Group, taking care of our clients is the most important job. That is why our 35 Partners are independent owners of the firm and truly dedicated to ‘Raving Fan’ service. Ultimately, when you trust Moneta Group with your family’s financial future, you can be assured of our stability, our passion for service and a long-term relationship dedicated to your needs.