News Room | Moneta | Fee Only Financial Planning in St. Louis & Denver | Investment Advisors | Clients Nationwide

News Room

December 3, 2019

Giving Tuesday: Moneta Charitable Foundation celebrates 20 years of investing in the St. Louis community

More than $3 million donated to 300+ local nonprofits since 1999 ST. LOUIS, Dec. 3 – Moneta financial advisors celebrated…

October 3, 2019

Dunston Financial Group will become first to merge into Moneta for scale, sustainability

Dunston Financial Group will partner with $24B (AUA) Moneta to gain the advantage of large-scale resources and support while maintaining…

September 27, 2019

Barron’s ranks Moneta among nation’s Top 5 RIAs again for combination of quality and scale

Download the PDF version here. MonetaSM immediately stands out among the other Top 5 Registered Investment Advisers (RIAs) in the…

September 3, 2019

Moneta’s first expansion market gains traction in Denver

The $24B Assets Under Advisement (AUA) independent RIA is attaining partnerships with financial advisors wanting to grow their business and…

August 9, 2019

Moneta ranks as a Top Workplace in St. Louis for sixth straight year

Repetition is no coincidence. Year after year, publication after publication selects Moneta to its list of best workplaces. For the…

May 24, 2019

Moneta Thought Leader on Retirement Plan Consulting

Planadviser magazine looked to Monetasm Partner Jake Winegrad as an industry thought leader for retirement plan consulting services, interviewing him…

April 29, 2019

Moneta increases scale with expanded investment research team

Moneta garnered national media attention with the announcement of its new investment consulting partner, DiMeo Schneider & Associates. Citywire reporter…

April 23, 2019

Barron’s Ranks Moneta Partners Compardo and Koeneman Among Top Advisors

For the second year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…

March 14, 2019

Moneta announces first-ever expansion beyond St. Louis

The nation’s No. 4 ranked independent RIA plans Denver location after a long history of making the “Gateway to the…

March 6, 2019

FA Magazine Features Moneta in Cover Story: “150 Years Young”

National and local media publications keep turning their readers’ attention towards Moneta, communicating trust and respect in Moneta as a…