About us

Advising successful families across the globe.

Meet our team

We are a dynamic, collaborative, multigenerational team of advisors, planners, and strategists.

How We Succeed for Our Clients

Recent accolades

Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients. No payment was made for inclusion in this ranking. Forbes (FB) Top Women Wealth Advisors ranking dated February 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017 based on data provided to FB for time period ending Sep. 30, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, methodology; Best-In-State Wealth Advisors ranking dated April 2024, 2023, 2022, 2021, 2020, 2019, 2018 based on data provided to FB for time period ending Sep. 30, 2023, 2022, 2021, 2020, 2019, 2018, 2017, methodology; Barron’s (BN) Top 100 Women Financial Advisors ranking dated June 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 based on data provided to BN for time period of Q1 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, methodology; America’s Top 1200 Financial Advisors ranking dated March 2024, 2023, 2022, 2021, 2020, 2019, 2018 based on data provided to BN for time period ending Sep. 30, 2023, 2022, 2021, 2020, 2019, 2018, 2017, methodology.