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
June 28, 2018
Moneta Named to Financial Times Top 300 RIA List for 5th Year
ST. LOUIS—JUNE 28, 2018—St. Louis-based Moneta is pleased to announce it has been named to the 2018 edition of the…
June 25, 2018
Announcing the Launch of Our New Brand
ST. LOUIS, MO—Today, Moneta Group, a St. Louis-based wealth management firm, announced the launch of a new corporate brand identity,…
May 16, 2018
[Investment Monthly] Looking Beyond the Sideways Market
Download the PDF here The U.S. stock market, as measured by the S&P 500 Index, has been mired in a…