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

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

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