The SWARD Team
ABOUT US
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 Merges in Third Colorado Firm, Expanding National RIA into Boulder
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike...
Barron’s Ranks Moneta Among Nation’s Top RIA Firms for Eighth Consecutive Year
Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list. This year was no different. Barron’s ranked Moneta No....
IRS Erroneous Late-Filing Notices
by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS stating that the 12/31/22 Form 8955-SSA...
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105
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