FINANCIAL ADVISORS FOR LIFE'S BIG DECISIONS
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.
FIDUCIARY AT ALL TIMES
big firm resources. PERSONALIZED attention.
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.
100%+ more resources per client
48 to 1 Moneta Family CFO Client to Advisor ratio vs. 100 to 1 industry standard.
Robust 100+ person infrastructure team providing resources unavailable at small firms.
Close, personal attention of 25 dedicated Client Teams.
97% Retention rate among Moneta Clients.
NEWS & PERSPECTIVES
The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President Biden’s proposals...
ST. LOUIS OFFICE
100 South Brentwood Blvd
St. Louis, MO 63105
(314) 862-6139 (FAX)
KANSAS CITY OFFICE
1900 Shawnee Mission Parkway
Mission Woods, KS 66205