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.

News & UPDATES

Moneta in the News: April 2021

Moneta in the News: April 2021

As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our...

CONTACT US TO LEARN MORE

    Call Us
    (314) 244-3086

    Visit Us

    100 South Brentwood Blvd.
    St. Louis, Missouri, 63105

    Follow Us