Work With Us

We'll meet you where you are

Moneta clients live and work all across the country and we're committed to meeting you wherever you are.

Whether you prefer to connect in-person at one of our offices, virtually from the comfort of your home, or by phone, our team is equipped to deliver the same high-touch, personalized service. No matter your location or schedule, you'll have direct access to your dedicated advisory team and the full resources of Moneta—so you can get the guidance you need, when you need it.

How We'll Work Together

At Moneta, we believe every client deserves clarity, confidence, and a seamless experience from day one. Here's how we guide you through each step:

Find Your Advisor & Set Up a Consultation
Begin your journey by using our "Find Your Advisor" tool to identify and connect with the Moneta advisor who best fits your needs. Whether you reach out online, by phone, or in person, we'll help you schedule a complimentary consultation at your convenience.
Your First Meeting: Discovery & Alignment
In your initial meeting, your dedicated advisory team will take time to understand your goals, values, and financial landscape. We'll discuss what matters most to you and answer any questions you have about our approach. This is a collaborative conversation—designed to build trust and ensure we're aligned with your vision for the future.
The Proposal: Tailored Solutions
After your first meeting, we'll prepare a personalized proposal outlining the scope of services, investment strategy, and fee structure. You'll see exactly how Moneta can support your financial journey, with every detail tailored to your unique situation.
Onboarding: Seamless Setup
Once you decide to move forward, our onboarding team will guide you through a streamlined setup process. We'll help you create your client profile, verify your information, and provide a full orientation to Moneta Central—your secure online dashboard and mobile app for accessing documents, reports, and communications.
Ongoing Service Model: Partnership for Life
With regular biannual check-ins (or more, based on your unique needs), proactive planning, and above-and-beyond communication, you'll always know where you stand. Your Family CFO coordinates a team of specialists to ensure every aspect of your financial life is managed with care, expertise, and attention to detail.

With Moneta, you get more than advice—you gain a lifelong partner dedicated to helping you optimize your wealth, navigate life's decisions, and build a legacy that lasts so you can live a life you love.