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 29, 2019
FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One…
March 27, 2019
HAPPY BIRTHDAY BULL MARKET: 3 WAYS TO PREPARE FOR THE NEXT FINANCIAL STORM
By Bill Hornbarger, Chief Investment Officer at Moneta We recently celebrated the 10-year anniversary of the S&P 500 ascending from…
March 26, 2019
9 FINAL TAX REVIEW MISTAKES THAT COULD COST YOU
If you waited until the last minute to work on your tax return or give the necessary information to your…