Moneta

Financial Advisors for Life's Big Decisions

DO MORE

We Do More So You Can Too

We help successful families and individuals secure their current financial wealth and plan for the future they imagine. We develop earning, spending, saving and tax strategies to support that vision. And finally, we take care of the detailed work to implement the plan. We do more for you, so you can do more of what you love.

Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain the personalized attention our clients know and deserve. 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.

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

September 3, 2019

Moneta’s first expansion market gains traction in Denver

Financial Advisors for Life’s Big Decisions DO MORE We Do More So You Can Too We help successful families and…

August 28, 2019

The four most dangerous words in investing: This time it’s different

Financial Advisors for Life’s Big Decisions DO MORE We Do More So You Can Too We help successful families and…

August 15, 2019

Does the recent treasury yield curve inversion signal an imminent recession and bear market?

Financial Advisors for Life’s Big Decisions DO MORE We Do More So You Can Too We help successful families and…

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