We help successful families and individuals secure their current financial wealth and plan for the future they imagine. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the freedom to leverage a large and diverse set of solutions. As a result, our clients get unique solutions, specific to their needs and goals.

Moneta is a $27 billion in Assets Under Management (AUM) firm giving you the resources, security and longevity of a large firm, while also structured to deliver the personalized attention you deserve. Yes, you can have both.