Going further together means that we reinvest in where we live through personal involvement in local charitable organizations.
Down to each individual employee, we are committed to engaging with our local communities. That sense of civic duty has been created by our involvement in the St. Louis area for almost 150 years.
Our philanthropic commitment is best seen in the Moneta Charitable Foundation. Established in 1999, our Foundation helps us make one -on-one connections in the communities where we live and work. All funding comes directly from Moneta partners and team members, and today the Foundation’s assets have grown to represent over $1.5 million reinvested in our community.
Moneta Stories
Moneta Names Deborah Dubin as Firm’s First-Ever Chief Philanthropy Officer
Dubin will advise clients on philanthropic efforts, help guide Moneta's Charitable Foundation and lead newly launched financial literacy program ST. LOUIS — November 30, 2021 — In time for Giving Tuesday, Moneta, a 100% partner-owned and fee-only firm offering...
Moneta Charitable Foundation Partners With Local Nonprofits In COVID Relief Plan
The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations rallying to help each other in times of need stands as one of the major positive results from the test COVID gave us....
Giving Tuesday: Moneta Charitable Foundation celebrates 20 years of investing in the St. Louis community
More than $3 million donated to 300+ local nonprofits since 1999 ST. LOUIS, Dec. 3 – Moneta financial advisors celebrated the Moneta Charitable Foundation’s 20th anniversary with a record-setting pledge campaign in 2019. The financial planning firm raised an all-time...