Why Moneta?
0%
Employee Owned=
0%
free to invest in client experienceFamily CFO Client/Advisor Ratio
0 To 1
Moneta0 To 1
Industry standardRobust 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
April 23, 2019
Barron’s Ranks Moneta Partners Compardo and Koeneman Among Top Advisors
For the second year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…
March 29, 2019
FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One…
March 27, 2019
HAPPY BIRTHDAY BULL MARKET: 3 WAYS TO PREPARE FOR THE NEXT FINANCIAL STORM
By Bill Hornbarger, Chief Investment Officer at Moneta We recently celebrated the 10-year anniversary of the S&P 500 ascending from…