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
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…