Both Financial Advisor Magazine and Real Assets Adviser featured Moneta in a cover story in the last year. Their in-depth articles highlight the firm’s success and demonstrate trust and respect in the firm as a source, story and model for the financial planning industry.
In March of 2019, Financial Advisor Magazine explored Moneta’s growth into a $20 billion RIA by purely organic means. The 6-page cover story examined Moneta’s unique structure, growth model and approach to succession planning as a model for true sustainability.
This month, Real Assets Adviser profiled Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, and his rise to the firm’s top position just as Moneta prepared to expand into new markets for the first time in its 150-year history. The cover story highlights Moneta’s low client-to-advisor ratio and high commitment to talent development while noting the firm’s alignment with “one of the most exciting trends in the RIA business: the creation of large, successful firms creating national brands with significant scale and service.”
To read the full Real Assets Adviser cover story about Moneta, click here.
To read the full Financial Advisor Magazine cover story about Moneta, click here.
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