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Moneta

We are fee-only financial advisors for individuals, families and organizations across the U.S. We empower clients in all stages of life from young, high earners busy accumulating wealth to retirees and everything in between.

Moneta® financial advisors are fiduciaries and highly credentialed, helping clients plan for the future they imagine and how to fund it. We are a 100% Partner-owned registered investment advisor (RIA), beholden only to our clients, not investors. We are fee only financial planners, industry thought leaders and can be your advantage.

Moneta is a $32 billion in Assets Under Management (AUM) firm giving you the resources, security and longevity of a large firm, while also structured to deliver the personalized attention you deserve.
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Mission

Empower people to navigate life's path and protect what they cherish. ... Read more

Values

Understanding
We seek to understand, thoughtfully listening and honoring diverse perspectives

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