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FIND YOUR
WEALTH
ADVISOR

We aren’t for everyone

And You’re Not Just Anyone

At Moneta, we believe in the power of relationships. Our team of experienced advisors works closely with you to understand your unique financial goals and develop personalized strategies that help you achieve them.

Proceed with the power

Of The entire firm behind you.

Unlike some firms, our advisors work together—not against each other—to solve the toughest, most complex financial challenges. Serving over 6,000 individuals and families, we can share ideas and experiences, so our advisors can address your unique situation.

FIND YOUR WEALTH ADVISOR
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Cookie-cutter doesn’t cut it.

We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on strategies and solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.

We are committed to providing comprehensive financial services that help you build and preserve wealth for generations to come. Our team brings together expertise in investment management, tax planning, estate planning, and more to create a holistic approach to your financial well-being.

Let’s make every moment count together…