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
RACEN Wealth Management Merges Into $32.8B RIA Moneta
Peter Racen moves practice from Northwestern Mutual to join Moneta as a Partner on the Gast Freeman Troyer Team ST. LOUIS — September 22, 2022 —...
Can You Hear Me Now?: Fed Provides Clarity at Jackson Hole
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole,...
6 Advantages of Starting an Employer-Sponsored Retirement Plan
Employees dedicate their talents and time to their work, and as an employer, you want to reward them with a secure retirement. Additionally, you...
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