Our Professionals

At Moneta Group, our most valuable asset is our people.

A dedicated team of Partners, Advisors, department heads and Client Service Managers provide the ‘Raving Fan’ service our clients expect and deserve. Our Partners are entrepreneurs, employing a group of talented individuals whose job it is to help their clients negotiate the intricate and complicated issues that having wealth often creates, allowing them to pursue the life of their dreams. All of Moneta’s Advisor Teams are supported by an onsite professional service platform, which includes accounting, investments, human resources, marketing and communications, information technology and operations.