a top fee-only wealth management firm

for life’s big decisions

LET US HELP YOU WITH YOURS

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.

HAVE BOTH

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. 

View Our Client Relationship Summary

NEWS & PERSPECTIVES

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ST. LOUIS OFFICE

100 South Brentwood Blvd
St. Louis, MO 63105
(314) 726-2300
(314) 862-6139 (FAX)

Directions

Greater Boston Area

One Mercantile St.,  Suite 750
Worcester, MA 01608
(508) 713-9580

Directions

 KANSAS CITY OFFICE

1900 Shawnee Mission Parkway
Suite 225
Mission Woods, KS 66205
(913) 374-3100

Directions

DENVER – Cherry creek Office

200 Columbine
Suite 220
Denver, CO 80206
(720) 579-9200

Directions