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Our CULTure

Exceptional Employee Experience

We take great measures to foster a culture we can be proud of, one where we seek to understand the needs of others, see the possibilities, and take action.
We forge lasting relationships through empathy, care, and respect, while keeping our focus on doing the right thing always.

OUR AWARD-WINNING CULTURE

Our culture and exacting standards set the foundation for everything we do here at Moneta. Maintaining a strong, inclusive, collaborative culture is paramount to the overall success of our business and our efforts to make Moneta a great place to work.

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Our FOUR internal pillars

Together, these form the backbone of our organization’s values and operations. They demonstrate our commitment to community engagement, employee development, well-being, and inclusivity, all of which are essential to fostering a dynamic and supportive workplace.

Charitable Foundation

Our Charitable Foundation is dedicated to making a positive impact in the communities where we live and work. Through strategic partnerships, grants, and volunteer initiatives, we support a wide range of causes, including education, healthcare, and social welfare. The foundation aims to create lasting change and improve the quality of life for those in need.

Well Moneta

Well Moneta is our comprehensive wellness initiative aimed at promoting the physical, mental, and emotional well-being of our employees. Through a range of programs and resources, including fitness classes, mental health support, and wellness workshops, Well Moneta encourages a healthy work-life balance. Our commitment to employee wellness helps create a productive and supportive work environment.

Moneta U

Moneta U is our internal training and development program designed to foster continuous learning and professional growth. Offering a variety of courses, workshops, and certifications, Moneta U empowers employees to enhance their skills, stay up-to-date with industry trends, and advance their careers. The program emphasizes a culture of learning and innovation, ensuring our team remains competitive and well-equipped to meet future challenges.

Diversity, Equity, and Inclusion

Our DE&I program is focused on fostering a workplace that values and respects differences. We strive to create an inclusive environment where all employees feel welcomed, supported, and empowered to bring their whole selves to work. By promoting diversity, equity, and inclusion, we enhance our organizational culture, drive innovation, and ensure that our company reflects the diverse world we serve. Our DE&I initiatives include training programs, inclusive hiring practices, and employee resource groups.

Comprehensive benefits

Continuing education is offered on-site and virtually

Employee referral incentive program

Firm-sponsored small group activities

Employee assistance programs

Service awards & recognition

Professional development reimbursement

Fresh fruit, soda, and snacks

8 paid volunteer hours

Monthly all-firm management events

Medical, dental, vision insurance, AND PET INSURANCE

Parental leave

High-growth opportunities

18 days of PTO in first full calendar year and 9 paid holidays

401(k) match of 50% up to 6% contribution

Inclusive community

Profit sharing

USA Today Top Work Places

Moneta is a top workplace

We are honored to be recognized for the fourth year running by USA Today as a Top Workplace across the nation. In addition to being named to the 2024 USA Top Workplaces list, we are proud to receive three culture awards in the areas of Appreciation, Employee Well-Being, and Professional Development. At Moneta, the true reward is seeing how our employee satisfaction positively impacts our care for clients, colleagues, and communities.

© 2023, Moneta Group Investment Advisors, LLC an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. All rights reserved. Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients. Barron’s (BN) ranking dated Sept. 16, 2022 based on ADV data provided to BN for time period ending Dec. 31, 2021; Sept. 20, 2021 ranking based on ADV data provided to BN for time period ending Dec. 31, 2020; Sept. 11, 2020 ranking based on ADV data provided to BN for time period ending Dec. 31, 2019; Sept. 13, 2019 ranking based on ADV data provided to BN for time period ending Dec. 31, 2018; Sept. 14, 2018 ranking based on ADV data provided to BN for time period ending Dec. 31, 2017; Sept. 15, 2017 ranking based on ADV data provided to BN for time period ending Dec. 31, 2016; Aug. 27, 2016 ranking based on ADV data provided to BN for time period ending Dec. 31, 2015.

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