We are Your FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.
Questions you should ASK your advisor team
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
Denver: Our New Frontier
When Moneta opened its first expansion office in Denver, our team sent an advisor to the new location and hired another advisor locally. We are excited about how this helps us serve our existing clients in the Denver area, and we look forward to starting new relationships as well.
MEET THE TEAM
Our Team News
Estate Planning Considerations under the Biden Administration
By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications...
Moneta in the News: April 2021
As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our...
$27 Billion RIA Self-Funds Trust Company To Further Fortify Its Independence
Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move,...
CONTACT US TO LEARN MORE
314-244-3344
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105
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