Moneta is a $27 billion in Assets Under Management (AUM) firm. You can have both the personalized attention you deserve, but also backed by the resources, security and longevity of a large firm. Yes, you can have both.
100%+ more resources per client
48 to 1 Moneta Family CFO Client to Advisor ratio vs. 100 to 1 industry standard.
Robust 70+ person infrastructure team providing resources unavailable at small firms.
Close, personal attention of 20+ dedicated Client Teams.
97% Retention rate among Moneta Clients.
Ranked in the Top 10 by Barron’s
Ranked in the top 10 in the nation among independent registered investment advisors by Barron’s for 3 years in a row, for our combination of quality and scale.
100% Partner-Owned & Independent
Long-time industry leaders
In 1989 Moneta’s conversion to a Registered Investment Advisor (RIA) marked an official declaration to act asa fiduciary, long before it became an industry buzz term.
2019 was Moneta’s 30th Anniversary as an RIA and 150th year of staying true to their mission of “empowering people to navigate life’s path and protect what they cherish.” We can trace Moneta’s roots all the way back to1869 as Home Life Insurance Company. Even in this earliest iteration of our existence, every business decision was made considering clients’ needs first.
RepEtition is no coincidence
NEWS & MEDIA
By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us,...
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of...