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

March 21, 2019

Investment Report: Fed Policy Evolves

By Bill Hornbarger, Moneta’s Chief Investment Officer After a difficult end to 2018, the equity market rallied broadly to begin…

March 14, 2019

Moneta announces first-ever expansion beyond St. Louis

The nation’s No. 4 ranked independent RIA plans Denver location after a long history of making the “Gateway to the…

March 11, 2019

6 Cyber-Security Tips During Tax Season

By Nathan Howard; andJason Kettler, IT Systems and Security Administrator As cyber-crime becomes increasingly prevalent, individuals must become more proactive…

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