We have been in this business longer than most, and the key to our success has been to stay at the forefront of industry and client needs.
We were around in 1933 when The Great Depression drove U.S. unemployment up to 25% and created the need for comprehensive financial planning.
In 1963, Moneta operated under the name Physicians Planning Service Corp., focused on helping physicians, in particular, with financial planning.
In 1988, the name changed again to Moneta Group and evolved to a fee-only service provider to further support the transparent approach to client service.*
Today, Moneta’s nearly 300 team members collectively have over 230 professional designations. Our diverse professionals are continually working to stay at the forefront of what clients want and need in managing their finances.
*Certain Moneta advisers retain insurance licenses and receive commissions directly.