Awards & Accolades
Our clients have always been our top priority, and it shows:
- 97% Client retention rate
- 7th Largest Independent Investement Adviser in the U.S. for Assets Under Management (AUM), Investment News, 2017
- Top 100 Retirement Plan Advisers, PlanAdvisors, 2018
- Top Workplaces, St. Louis Post-Dispatch, five years standing
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.