The Dunston Team
Fee-only Wealth Management from fiduciary advisors you can trust.
Featured in
At Moneta we are
Objective.
Independent.
Comprehensive.
Never driven by commissions.
Denver Financial Advisors
Why Financial Planning Matters
People with a comprehensive financial plan feel more confident about their finances.
53%
53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments.
26%
Only 26% of non-planners say they are very confident they are making good financial decisions.
People with a comprehensive financial plan feel more prepared about their finances.
Source: CFP Board 2013 Household Financial Planning Survey and Index
58%
58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index scores.
72%
72% of Comprehensive Planners say they are where they should be or are ahead of the game in their savings for emergencies.
70%
70% of Comprehensive Planners are on pace in saving for retirement.
51%
51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index scores.
20%
Only 20% of Non-Planners have money saved for emergencies.
56%
56% of Non-Planners have nothing saved for any savings goal.
Our Process
At Moneta, we follow a distinct, goal-oriented process when it comes to accomplishing your financial objectives.
Phone
(866) 231-3387
Denver–Cherry Creek Office
200 Columbine, Suite 220
Denver, CO 80206
Moneta Locations
St. Louis
Denver
Kansas City
Chicago
Boston
Boulder
Additional Satellite Meeting Locations
Boulder
4845 Pearl East Circle
Suite 101
Boulder, CO 80301
Louisville
357 S. McCaslin Blvd
Suite 200
Louisville, CO 80027
DTC/Greenwood Village
7350 East Progress Place
Suite 100
Greenwood Village, CO 80111
Broomfield
11001 West 120th Ave
Suite 400
Broomfield, CO 80021
Golden | West Arvada
14143 Denver West Parkway
Suite 100
Golden, CO 80401
LoDo – Market Center Building
1624 Market St.
Suite 202, Office 10
Denver, CO 80202
Lakewood (Belmar)
355 S. Teller Street
Suite 200
Lakewood, CO 80226
Boston
501 Boylston St.
Boston, MA 02116
San Francisco (SoMa)
415 Mission St.
San Francisco, CA 94105
Phoenix/Scottsdale
2425 E. Camelback Rd.
Suite 150
Phoenix, AZ 85016