The Sward Team
About Us
As a premier provider of life-long financial advice to successful families, our goal is to provide expert counsel and service that exceeds expectations. In the rapidly changing landscape of today’s financial industry, our clients can be assured of Moneta’s stability and of their family’s long-term, multi-generational relationship with the Sward Team.
Through the course of our history, Moneta has evolved into a firm of more than 260 people providing Family CFO services to our clients and consistently ranks among the top 10 Registered Investment Advisors (RIAs) in the country.
As RIAs, we adhere to the fiduciary standard, which requires that we put your best interest first in every investment recommendation. Plus, our boutique approach means we limit our client base to a small number of clients, allowing us to build strong relationships with each, focused on the kind of personal attention our clients expect and deserve.
Meet our team
Margaret Lyons
Senior Client Service Manager
Lisa Bedell
Operations Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…