by Daniel Kukla | May 10, 2021 | Kittner Team, News Room
Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move, Moneta, a 100% partner-owned firm offering advisory services through its registered investment advisor (RIA) Moneta Group...
by Daniel Kukla | May 7, 2021 | Kittner Team, News Room
As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our insight and expertise on various topics, trends and industry themes. Check out some of our top recent media highlights...
by Daniel Kukla | Feb 18, 2021 | Kittner Team, News Room
Boston-Area Firm The Berry Group Brings $625 Million to Growing Partnership ST. LOUIS — February 18, 2021 — Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint...
by Daniel Kukla | Nov 11, 2020 | Kittner Team, News Room
In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for advancing the wealth management industry through...
by Oliver Love | Sep 23, 2020 | Kittner Team, News Room
ST. LOUIS, September 23, 2020 – Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas City. There the firm will have the area’s highest advisor-to-client ratio among its peer...
by Daniel Kukla | Jul 20, 2020 | Kittner Team, News Room
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial Action Plan,” Kittner reiterates the importance for creating...
