FINANCIAL ADVISORS FOR LIFE'S BIG DECISIONS

DO MORE ...

We Do More, So You Can Too.

We help successful families and individuals secure their current financial wealth and plan for the future they imagine. We develop earning, spending, saving and tax strategies to support that vision. And finally, we take care of the detailed work to implement the plan. We do more for you, so you can do more of what you love.

Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain the personalized attention our clients know and deserve. We have the freedom to leverage a large and diverse set of solutions. As a result, our clients get unique solutions, specific to their needs and goals.

100% Employee Owned = 100% free to invest in client experience

Family cfo client to advisor ratio

48 to 1 Moneta  100 to 1 industry standard

Robust 50+ person infrastructure team

providing resources unavailable at small firms

Client Retention Rate

Moneta at 97%

Objective,
Unbiased Advice

 

Transparent, Fee-
only*
Compensation

close personal attention of 20+ dedicated client teams

*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.

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