
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Cynthia’s 30 years of experience in financial services includes 10 years of being a member of the Johnson Team and serving Moneta Group Clients. She enjoys the close and long-lasting relationships that develop while working with the clients and their families. Outside of the office, Cynthia and her husband enjoy competitive water skiing and travel.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...