Why Moneta?
0%
Employee Owned=
0%
free to invest in client experienceFamily CFO Client/Advisor Ratio
0 To 1
Moneta0 To 1
Industry standardRobust 0+ person infrastructure team
- providing resources unavailable at small firms
Client Retention Rate
Moneta at 0%
Objective, Unbiased Advice
Transparent, Fee-only* Compensation
Close personal attention of
0+Dedicated Client Teams
Learn what moneta can do for you
*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.
Recent Articles
January 3, 2019
Update from Our CIO: Staying Positive About the New Year’s Outlook
As we begin a new year and look toward what it may bring, negative headlines and declining stocks have many…
January 3, 2019
Three Moneta advisors advance to Partner
Moneta’s Board of Managers unanimously approved Rob Hehmeyer, Jamie Mealey and Logan Finerty to be admitted to the firm as…
December 21, 2018
[UPDATE FROM OUR CIO]: A Different Perspective
What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you?…