What We Do

Moneta is a comprehensive wealth advisory firm that offers highly customized wealth management solutions with an unparalleled level of care, commitment and personalized service. Importantly, this is done on a fee-only, fiduciary basis without the inherent conflicts of interest found within most sales-based brokerage and bank models. You’ve worked hard to get where you are, and you deserve better. We never sell products and we always place our clients’ interests ahead of our own. At Moneta, our only goal is to help you accomplish yours. 

Services for Individuals & Families

Family Office

An industry leader in providing Family Office planning, Moneta Family Office Solutions provides a total wealth management solution for ultra-high-net-worth investors ($20M-$1B+)

Family cfo

Moneta’s Family CFO services provide comprehensive wealth management solutions for high-net-worth individuals and families ($2M-$20M)


Moneta Advisor Solutions provides next generation advisory services for emerging affluent professionals (up to $2M)

Financial Planning components

Our professional services generally fall within the following areas:

Investment Planning

Tax Planning

Estate Planning

Retirement Planning

Education Funding

Risk Management Planning

Business Planning


If You’re Ready to Get Started, Contact Us to Schedule a Complimentary Consultation with a CERTIFIED FINANCIAL PLANNER™ Professional