GivingTuesday: Celebrating 20 years investing in St. Louis | Moneta | Fee Only Financial Planning in St. Louis & Denver | Investment Advisors | Clients Nationwide

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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 high of $375,000 in employee contributions to the Moneta Charitable Foundation (MCF) and the United Way. This record amount resulted from all-time high employee participation in the pledge drive, including 100% participation from Moneta’s 41 Partners.

“Giving back is a valued tradition here at Moneta,” said Eric Kittner, Moneta’s Managing Partner and Chairman of the Board. “Each year, Moneta Nation bands together to drive change within the community. Our employees generously invest their hard-earned dollars back into their community, but they also give their time and energy to make a positive impact as well.”

When MCF awards a grant, it gives more than just a check. A total of 267 Moneta employees logged 1,648 collective volunteer hours during MCF-related service projects in 2019.

Moneta started a new community impact initiative called “Moneta Momentum Service Days” during which employees spend four hours of a couple of their workdays participating in service projects across St. Louis. This initiative came in tandem with Moneta starting a new employee benefit policy this year allotting eight hours of paid time off for volunteer service.

Moneta established MCF in 1999, reflecting the firm’s resolve to be a long-term contributor to the community it served. After awarding $425,264 in grants to 109 nonprofit organizations during 2019, the charitable foundation’s total giving over the past 20 years eclipsed $3 million spread among more than 300 charities.

ABOUT MONETA

Moneta is a wealth management firm ranked among the nation’s Top 5 independent RIAs by Barron’s in both 2018 and 2019 for its combination of quality and scale. We are financial advisors for life’s big decisions. Our firm consistently earns praise for the way we invest in and take care of employees: In 2019, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” for the second straight year, the St. Louis Post-Dispatch ranked Moneta among its “Top Workplaces” for the sixth-straight year and the St. Louis Business Journal named Moneta as one of its “Best Places to Work” for a fifth-straight year.

Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.