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
2020 has been an unusual year to say the least. As we have adapted to "new normals" throughout our lives, following are some important changes to...
Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker...
Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make...
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105