Moneta Opens New Kansas City Office to Support Continued Growth
October 30, 2026
Our third Kansas City expansion since 2020 creates more room for our growing team and reflects our long-term commitment…
Insights & News
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness…
Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university…
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spo…
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of…
Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Succ…
Exploring Succession Planning in RIAs: Insights from Moneta CEO Eric Kittner on the Deep Dive Podcast
November 1, 2025
In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined the conversation to discuss th…
Protecting You From WhatsApp Impersonation Scams
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: impersonation scams via Wh…
Matthew Sallaberry Advances to Partner at Moneta
December 19, 2024
Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm. His path to an…
Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
October 3, 2024
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth tim…
Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts
September 18, 2024
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy…
Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder
March 7, 2024
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the additio…