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Moneta

Moneta provides financial advisor services to clients with complex financial situations. We build custom, comprehensive wealth management financial plans designed to meet the unique needs of high-net-worth individuals and their families, businesses with retirement plans, institutions, trusts and the emerging affluent. We serve as each client’s advocate, empowering them to navigate life’s path and protect what they cherish.

Moneta, nationally ranked No. 4 among independent financial advisor firms by Barron’s in 2019 for its combination of quality and scale, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. InvestmentNews ranked Moneta as the nation's second largest fee-only independent financial advisor firm in 2019 with more than $23 billion in AUM.
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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

Headquarters

St. Louis, MO

Employees

355 US Employees

Industry

Investment Management

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Recent Awards

  • Financial Service
  • Appreciation
  • Clued-In Leaders
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