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.

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January 3, 2019

Update from Our CIO: Staying Positive About the New Year’s Outlook

As we begin a new year and look toward what it may bring, negative headlines and declining stocks have many…

January 3, 2019

Three Moneta advisors advance to Partner

Moneta’s Board of Managers unanimously approved Rob Hehmeyer, Jamie Mealey and Logan Finerty to be admitted to the firm as…

December 21, 2018

[UPDATE FROM OUR CIO]: A Different Perspective

What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you?…

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