FIDUCIARY 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

 

Fee-only Compensation

 

independent Firm

big firm resources. PERSONALIZED attention.

Moneta is a $23 billion in Assets Under Management (AUM) firm. You can have both the personalized attention you deserve, but also backed by the resources, security and longevity of a large firm. 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 70+ person infrastructure team providing resources unavailable at small firms.
Close, personal attention of 20+ dedicated Client Teams.
97% Retention rate among Moneta Clients.

NEWS & PERSPECTIVES

ST. LOUIS OFFICE

100 South Brentwood Blvd
St. Louis, MO 63105
(314) 726-2300
(314) 862-6139 (FAX)

Directions

Greater Boston Area

One Mercantile St.,  Suite 750
Worcester, MA 01608
(508) 713 9580

Directions

 KANSAS CITY OFFICE

1900 Shawnee Mission Parkway
Suite 225
Mission Woods, KS 66205
(913) 374-3100

Directions

DENVER – Cherry creek Office

200 Columbine
Suite 220
Denver, CO 80206
(720) 579-9200

Directions