Moneta Group

Moneta is an independent Registered Investment Advisor wholly focused on going further for our clients. We are one firm with many solutions, which means that we provide a full spectrum of financial advisory services. We work with families in every stage of the wealth life cycle?from young high earners on track to building lasting wealth to ultra high net worth clients with complex multi-generation financial legacies. We also work with businesses and institutions looking for a consultative, fiduciary partner to implement their retirement plan solutions. What makes Moneta different is that our true purpose is centered on building relationships and providing exceptional service to our clients. In fact, at Moneta, we can never do too much for our clients. We go to extraordinary lengths to make a positive impact on their lives, empowering them to navigate important decisions, protect what they cherish, and achieve their dreams for themselves and their families. Mission:?At Moneta, we empower people to navigate life?s path and protect what they cherish. To do this, we follow five principals in our daily life: We seek to understand, thoughtfully listening and honoring diverse perspectives. We see the possibilities and take action. We forge lasting relationships through empathy, care and respect. We deliver an exceptional experience. Every person. Every time. We do the right thing, always.