View in portrait for best experience

Let’s Talk

BUT NOT JUST
ABOUT MONEY

Investing, giving, and planning all lend to life what once was simply money but is now the power to make a difference. We are by your side through each moment, helping you overcome challenges and reach your unique goals.

DARE,
and then do.

OVERCOME
the unexpected.

Ready your
LEGACY.

Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance.

When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created with contingencies in mind.

Whether it’s family, institutions, community, or all three, your wealth can be felt for generations to come. Helping your vision become reality is our mission.

FIND YOUR WEALTH ADVISOR

We promise to guide you in creating more time for life’s precious moments, whether it’s extra time with family, time for a passion project, or the peace of mind that comes with knowing your Financial legacy is secure.

Built for today, Tomorrow,
and Generations to come

In the financial world, institutions seem to come and go. Just as your personal goals go beyond next quarter’s numbers, Moneta has been built to last. From our leadership to our back office, to advisor teams designed to support your vision for generations to come.

8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees
8,000+ Families & INSTITUTIONS SERVED
$42.7 billion AUM
*as of 12/31/24
OFFICES in 8 Cities ACROSS THE NATION
~570 employees

Item 1 of 12

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

From Final Decree to Financial Freedom

Lifestyle Management

From Final Decree to Financial Freedom

April 6, 2026

A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

VIEW ALL ARTICLES

Let’s make every moment count together…