Denver Financial Planners Partner with Moneta in St. Louis
DENVER – When rapid growth created the need for scalability, infrastructure and a long-term succession plan, Dunston Financial Group chose Moneta as its solution.
Dunston Financial Group is now in the final stages of becoming the first RIA to merge into Moneta, the wealth management firm InvestmentNews ranked as the nation’s second largest fee-only Registered Investment Adviser (RIA) with more than $20 billion in assets under management (AUM).
“We are proud of the growth and success we have achieved since starting our firm in 2015,” said Dunston Financial Group’s Founder and Senior Wealth Planner, Lynn Dunston. “As we grew, we began searching for a solution that gave us the advantage of large-scale resources without sacrificing the personalized attention and service our clients deserve. Joining Moneta will give us the best of both those worlds.”
“Providing a world-class client experience is always our priority,” said Dunston Financial Group Partner and Senior Wealth Planner, Erin Hadary.
Moneta recently opened its first expansion office in Cherry Creek after 150 years of making St. Louis its exclusive home. Dunston Financial Group’s current space at 1624 Market St. in LoDo will be maintained as another Moneta location when the transition of Dunston Financial Group to the Dunston Hadary Team with Moneta is finalized.
“Moneta and Dunston are culturally aligned in providing comprehensive financial advice that is client-first and fee-only,” said Moneta’s Managing Partner and Chairman of the Board, Eric Kittner. “By partnering with Moneta, Dunston will access the resources and support they needed to continue offering exceptional service to their growing number of clients without giving up independence. At Moneta, they’ll benefit from our scale and infrastructure while keeping autonomy within their team.”
Moneta plans to build its new presence in Denver even further by hiring additional local advisors and partnering with other culturally aligned firms in the area. Moneta also plans to launch additional expansion markets in other cities during the coming years.
“At Moneta, our culture is to invest in our processes, our people and our technology to ensure the best possible client experience,” Moneta President and COO Keith Bowles said. “Growing our business beyond the St. Louis market allows us to make these investments to ensure we continue to provide a level of service that our clients can’t find anywhere else.”
“We’re looking for other like-minded firms who share our value for providing independent, comprehensive, fee-only financial advice,” Kittner said. “Partnering with Moneta will allow them to meaningfully grow their business and serve their clients for generations to come.”
About Moneta in Denver, CO
Moneta has expanded to Denver. We currently have two office locations in the Denver metro area for out clients convenience. Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.
Locations in Denver
Moneta Financial Planners in Denver
200 Columbine St #220
Denver, CO 80206
Cherry Creek, Co
Moneta Group Investment Advisors
200 Columbine St #220
Cherry Creek, CO 8020
Moneta teams operate independently, with their own P&L, but work alongside each other, sharing expertise, ideas and experience to better serve clients. Our entrepreneurial spirit is strong. Our institutional knowledge is empowering. We share a common vision and the resources to get us there.
CONTACT US TO LEARN MORE
200 Columbine, Suite 220,
Denver, CO 80206
Denver Investment Advisors
Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias in Denver, CO. We are backed by the resources, security and longevity of a large firm, but still maintain entrepreneurial independence across teams. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.