Sarah Berry and Michael Machnowski, Partners at The Berry Group, have merged their business into Moneta, providing large-scale resources while also still maintaining their small-firm attention for clients.

The Berry Machnowski Team of Moneta does not measure financial success in days or weeks, nor do they define their clients by the assets they manage for them. Instead, the perspective on planning addresses a broad range of client considerations that extend well beyond investing. From early discussions and fact-gathering sessions, to careful planning and ongoing analysis, the Berry Machnowski team provides comprehensive financial advice, tailored investment management and the knowledge and tools to empower clients. 

Aligned Values = Trust

We have been in this business for over 35 years and have loyal clients because we operate in an environment of respect, integrity and trust. We know that money is a highly personal matter and do not take our responsibility to you lightly. We operate with shared values, priorities and vision to ensure every team member is aligned with your best interest.

Team Approach

Our team approach allows each individual team member to address specific aspects of the investment and retirement planning process. In addition, we are backed by Moneta’s team of nearly 100 support persons and specialists to provide the best service possible, and ensure our focus is on your investment plans.

There’s a lot of technical jargon in this industry, and we are committed to cutting through the vagueness and industry speak for you.

The way in which your financial professional is compensated can make all the difference in the recommendations they make for you. Some receive commissions on various financial products recommended. Some receive both a commission and a fee, sometimes by transaction, which can incentivize frequent trading. We are committed to the third model, a fee-only structure. That’s it.

Meet our Team

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