About Us

Highly Respected

At Moneta, we are not only financial advisers, we are fiduciaries. We maintain the highest standards in the industry for acting in our clients’ best interest–always.

We maintain an exceptionally low, 48-to-1 adviser-to-client ratio. As an organization, we are also committed to a fee-only compensation structure, meaning that neither Moneta Group, LLC nor Moneta Group Investment Advisors, LLC receive commissions relative to trade transactions or the sale of insurance.*

Big Firm Resources, Small Firm Attention

Our clients trust the expertise of our professionals who have helped grow our client Assets Under Management (AUM) to be the 7th largest in the nation among independent adviser firms, (ranked by Investment News in 2017). With our size comes an industry-leading level of expertise in all facets of asset management for our clients, all centralized in our corporate offices in St. Louis, MO.

Despite our successful growth, we are committed to maintain a small-firm feel for our clients, which is what made us successful over many years. to do that our experts are grouped into smaller, specialized client service teams to provide the personable, responsive service for clients for which we are known.

Client Diversity

We empower a variety of clients to navigate their financial future and protect what they cherish in all stages of life:

  •  We put young, high earners on track to building lasting wealth, coaching them on budgeting and bringing key considerations to the forefront they never would have anticipated on their own—from tax-efficiencies to life insurance.
  •  We help wealthy families protect their success, refine their investments, and provide for the people and causes they care about—sometimes, even doing a little yard work for an elderly widow here and there along the way.
  •  We simplify the lives of ultra-high net worth families, offering concierge and bill paying services, defining family mission statements and finding tax-smart ways to preserve complex legacies across multiple generations.
  •  We provide Retirement Plan Consulting Services to businesses and institutions seeking a consultative approach to program development, participant education and investment advisory solutions.

Whatever a client’s financial planning needs, Moneta provides a comprehensive, best-fit solution.

*Certain Moneta advisors retain insurance licenses and receive commissions directly.

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

 

Enduring Reputation

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.