Are you in a Financial Transition? Let’s Talk

We specialize in Personal and Professional Financial Transitions

 WEALTH MANAGEMENT FROM A TOP 10 FEE ONLY RIA

Moneta’s Denver office was also recently featured on Advisory HQ’s 2022-2023 list of 11 Best Financial Advisors in Denver, Colorado Springs, and Boulder, CO. Read the article here.

As ranked by Barron’s in 2017, 2018, 2019, 2020 and 2021.

IndependEnt

We only answer to our clients without any private equity investors or shareholders pulling us in a different direction. That ensures our advice and service are always client-first. Our goal is to help you accomplish yours. We are your advocate.

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COMPREHENSIVE

We have both the resources and expertise to offer and execute solutions on all financial fronts. Financial planning is more than investing, and it is also more than asset preservation. All aspects of your financial life are interwoven to some degree. To optimize your decision-making and effectively plan to make your dreams a reality, we use a comprehensive approach that takes into account your entire financial picture.

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Objective

Moneta is a fee-only Registered Investment Advisory (RIA) firm. Our business model is not predicated on selling you on proprietary financial products or insurance. By charging flat or percentage-based fees based on a client’s net worth and financial complexity, our advice is never driven by sales commissions. We partner with you to do what is best for you.

The CFP® Difference

As a CERTIFIED FINANCIAL PLANNER®, you can have trust and confidence that our service and advice to you meets the highest standards in our line of work.

“It’s so rewarding to see people’s goals come to fruition,” says Hadary, who views what she does as going beyond investing and retirement planning. She draws on tenets of behavioral finance and sometimes dips into therapy and marriage counseling. “I start by listening and ask them what their story is about money.”

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OUR CLIENTS HAVE ALWAYS BEEN OUR TOP PRIORITY, AND IT SHOWS

Barron’s has ranked Moneta in the Top 10 among the nation’s independent RIAs from 2018-2021 for its combination of quality and scale. Attracting, retaining and empowering best talent draws the best clients.

We consistently earn praise for the way we invest in and take care of employees: In 2021, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” for the third time and USA’s “Top Workplaces” for third year in a row. Locally, the St. Louis Business Journal has named Moneta among its “Top Workplaces” for the last eight years.

REACH US & TAKE YOUR FIRST STEP TODAY

Tomorrow You Will Wish You Had Started Today

Moneta Group Locations

Cherry Creek
200 Columbine Street,
Suite 220

Denver, CO 80226

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

Chicago
10 S. Wacker Dr
Suite 2975
Chicago, IL 60606

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