a top fee-only wealth management firm
for life’s big decisions
We are fee-only financial advisors for individuals, families and organizations across the U.S. We empower clients in all stages of life from young, high earners busy accumulating wealth to retirees and everything in between.
Moneta® financial advisors are fiduciaries and highly credentialed, helping clients plan for the future they imagine and how to fund it.
We are a 100% Partner-owned registered investment advisor (RIA), beholden only to our clients, not investors.
We are fee only financial planners, industry thought leaders and can be your advantage.
AS SEEN IN
big firm resources.
PERSONALIZED attention.
Moneta is a $32 billion in Assets Under Management (AUM) firm giving you the resources, security and longevity of a large firm, while also structured to deliver the personalized attention you deserve.
We truly put clients first and it shows
CLIENT TEAMS
Each client team is uniquely staffed and structured to best serve their specific clients needs.
Client retention rate
Not only do our clients stay with us, but also we are structured to serve their families for generations to come.
Back-office TEAM
Our robust support staff allows our advisors to provide our clients the personal attention that we consistently deliver.
NEWS & PERSPECTIVES
Moneta Moment – How to React When the Market Declines
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David...
CIO Moneta Moment – What Now for Inflation?
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt,...
Investment Team Update – Nowhere to Hide
Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day...
ST. LOUIS OFFICE
100 South Brentwood Blvd
St. Louis, MO 63105
(314) 726-2300
(314) 862-6139 (FAX)
KANSAS CITY OFFICE
1900 Shawnee Mission Parkway
Suite 225
Mission Woods, KS 66205
(913) 374-3100