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.

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

Did You Earn $500,000 in 2021? You May Still Have Time to Reduce 2021 Taxes and Set Up a Long-Term Retirement Savings Plan

Aug 12, 2022

By Maggie Rapplean, CFP®, Senior Advisor, Moneta – Solo entrepreneurs, business owners and professionals often work days, nights and weekends. They may not have time to put together a financial plan that would save a significant amount of their income for retirement while also cutting their taxes by possibly tens of thousands of dollars each year. But it’s often easy to do – and there is still time to do this and file your 2021 taxes on time if you filed an extension.