Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance. Overcome the unexpected. When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created

Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser. What does that mean to you? Our business decisions are made by advisors, not by outside investors who might be focused solely on short-term return.

Empowered by Moneta’s large-scale resources, we have the unique ability to focus entirely on making your goals and desires a reality. Whether that requires a day-to-day focus on the details that are most important to you, or an understanding …

Moneta’s wealth management services help elevate your financial potential at any stage. As you move through life, opportunities emerge. Complexity grows. Momentum ebbs and flows. The only constant? Your Moneta advisor. They’re here to help you meet any moment, with innovative financial solutions and solid guidance.

Moneta Central Web Portal - Within the portal, you can engage in real-time conversations with your dedicated advisory team, view investment details, access and sign important documents securely, and keep abreast of relevant content that's tailored to your needs.

Who We Are Led by our firm’s CEO and Chairman of the Board, we are a passionate team who are obsessively committed to deeply understanding our clients while helping them meet their needs and achieve their goals. We strive to deliver a “family office” experience for everyone and our service extends well beyond investments to […]

Investing, giving, and planning all lend to life what once was simply money but is now the power to make a difference.

2024年10月3日 · Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among “the nation’s best wealth managers.”

Moneta Group is a fee-only wealth management firm offering large-scale resources combined with personalized attention. Our advisors help establish customized financial plans for high-net-worth individuals and families.

moneta by the numbers. $37.4 billion aum *as of 12/31/23. locations in 6 cities >500 employees ~150 enterprise service team members. a wealth of information. dive into the latest insights from our expert team. family office. january 2025 market update. january 21, 2025.