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 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 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…