We can never do too much for our clients.


Demand more of us.


We go above and beyond. And then we keep going.


Why Moneta?


Employee Owned


free to invest in client experience

Family CFO Client/Advisor Ratio

0 To 1


0 To 1

Industry standard

Robust 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

May 2, 2019

The perils of being out of the market

Earlier this week we saw record-high closes for the NASDAQ and the S&P 500. Some people might be asking, “Where…

April 29, 2019

Moneta increases scale with expanded investment research team

Moneta garnered national media attention with the announcement of its new investment consulting partner, DiMeo Schneider & Associates. Citywire reporter…

April 25, 2019

Why Your Tax Refund May be a Disappointment this Year

By Brighton Samet, Moneta Tax Planning Consultant Earlier this year, you may have seen the worrisome headlines about taxpayers getting…

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