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.
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
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.
Our robust support staff allows our advisors to provide our clients the personal attention that we consistently deliver.