Fee-Only Wealth Management from Fiduciary Advisors You Can Trust

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AS featured in

At Moneta we are 

OBJECTIVE.
INDEPENDENT.
COMPREHENSIVE.
NEVER DRIVEN BY COMMISSIONS.

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DENVER FINANCIAL ADVISORS

WHY FINANCIAL PLANNING MATTERS

People with a Comprehensive Financial Plan Feel More CONFIDENT about Their Finances

%

53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments.

%

Only 26% of Non-Planners say they are very confident they are making good financial decisions.

People with a Comprehensive Financial Plan Feel More PREPARED about Their Finances

  • 58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index scores. 58% 58%
  • 51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index scores. 51% 51%
  • 72% of Comprehensive Planners say they are where they should be or are ahead of the game in their savings for emergencies. 72% 72%
  • Only 20% of Non-Planners have money saved for emergencies. 20% 20%
  • 70% of Comprehensive Planners are on pace in saving for retirement. 70% 70%
  • 56% of Non-Planners have nothing saved for any savings goal. 56% 56%

Source: CFP Board 2013 Household Financial Planning Survey and Index

OUR PROCESS

At Moneta, We Follow a Distinct, Goal-oriented Process When It Comes to Accomplishing Your Financial Objectives

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CONNECT

If you’re ready to get started, contact our Denver wealth management firm to schedule a complimentary consultation with a CERTIFIED FINANCIAL PLANNER™ professional.
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PHONE

(866) 231-3387

Address: DENVER – CHERRY CREEK OFFICE

200 Columbine, Suite 220
Denver, CO 80206

Email

DunstonInfo@MonetaGroup.com

Other MONETA LOCATIONS

St. Louis
100 South Brentwood Blvd.
St. Louis, MO 63105

Kansas City
1900 Shawnee Mission
Parkway, Suite 225
Mission Woods, KS 66205

Greater Boston Area
One Mercantile St.
Suite 750
Worcester, MA 01608

Additional satellite meeting locations

LoDo – Market Center Building
1624 Market St.
Suite 202, Office 10
Denver, CO 80202

Boulder
4845 Pearl East Circle
Suite 101
Boulder, CO 80301

Louisville
357 S. McCaslin Blvd
Suite 200
Louisville, CO 80027

DTC/Greenwood Village
7350 East Progress Place
Suite 100, Greenwood Village
CO 80111

Broomfield
11001 West 120th Ave
Suite 400
Broomfield, CO 80021

Golden | West Arvada
14143 Denver West Parkway
Suite 100
Golden, CO 80401

Lakewood (Belmar)
355 S. Teller Street
Suite 200
Lakewood, CO 80226

Boston
501 Boylston St.
Boston, MA 02116

San Francisco (SoMa)
415 Mission St.
San Francisco, CA 94105

Phoenix/Scottsdale
2425 E. Camelback Rd.
Suite 150
Phoenix, AZ 85016