We can never do too much for our clients.

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Demand more of us.

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

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Why Moneta?

0%

Employee Owned
=

0%

free to invest in client experience

Family CFO Client/Advisor Ratio

0 To 1

Moneta

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

July 9, 2019

The Importance of Travel Insurance for Summer Vacations

By Jim Blair, Moneta Partner Summer is officially here, and many families are planning vacations around the globe. Whether you…

June 26, 2019

Moneta’s “Best-in-Breed” Retirement Plan Consulting Services Rank Among the Nation’s Elite

  Planadviser ranked MonetaSM among the nation’s “Top 100 Retirement Plan Advisers” for the third consecutive year. The honor confirms…

June 12, 2019

Father’s Day Finance Tips: How should your investment strategy change once you have children?

Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride…

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