What sets our team apart is that first, last and always, our entire approach is client-centered. In fact, we go above and beyond to ensure that each of our clients knows they are loved and cherished by our team.
As if you are a member of our own family, we lead every interaction with kindness, integrity and a devoted, faithful stewardship of your best interests. Our approach builds a deep bond and makes us highly in tuned with you and your needs, which in turn helps us provide the best, most extensive solutions, uniquely suited to you.
If you’d like to be part of the family, get to know our small but mighty team by reading our bios below.
Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move,...
As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our...
The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations...
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105