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.
Moneta employees with their friends and family at the 2015 year end celebration at the Magic House.
Members of Moneta Group's Charity Committee serving with Great Circle and the Cardinal's wives to raise money for STL children and families in need!
Members of the Duff Team at Moneta Group enjoying a team outing at Ted Drewes!