You deserve a financial plan that’s unique, too. We’re ready to meet you where you are and help take you where you want to go.

Receive objective, unbiased advice that’s customized to your goals, guided by your best interests and informed by our experienced teams and in-house investment department.

Learn about new opportunities to help you save more for the future, define a personal vision of financial independence, or launch the next generation on the road to wealth.

Engage in purposeful and purpose-filled giving. Allocate your charitable dollars in alignment with your values and interests. Maximize your community impact, as well as your tax benefits.

See how to better manage your cash flow, minimize interest costs, and optimize cash positions to prepare for the future and make the most of tax-advantaged recommendations.

With meticulous planning and steadfast reassurance, we can help you prepare for the birth of a child or grandchild, the launch of a new venture, the sale of a business, or a long-awaited retirement.

We help young families guard against risks to their earning potential, and help established families protect assets and reorient their investments toward capital preservation.

From basic security for a young family to a sophisticated solution to complex tax challenges, to a comprehensive vision that encompasses multiple generations—your Moneta team can plan for it all.

To provide more holistic service, Moneta Trust was created in 2021 to serve clients whose estate planning needs could benefit from a corporate trustee. Learn more at