
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...


True wealth is about more than what you have — it’s about what you can accomplish, through the lives you touch and the legacy you build.
Moneta can help fulfill your fiduciary duty to your organization’s plan participants, delivering education and truly independent advisory services.
Wealth is complex, touching every aspect of your life. That’s why we’ve designed our Family Office services to do the same.
Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most.
Dive into the latest insights from our expert team with our personal touch.

December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...