We can never do too much for our clients.

LEARN MORE

Demand more of us.

LEARN MORE

We go above and beyond. And then we keep going.

LEARN MORE

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.

Recent Articles

April 23, 2019

Barron’s Ranks Moneta Partners Compardo and Koeneman Among Top Advisors

For the second year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…

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…

See All Posts