How we’re different.
Independent
Moneta is a privately owned, independent financial planning and wealth management firm. This means that we are not affiliated with any one company, and our business model is not predicated on the sale of proprietary financial products. This model is very different from that of some financial advisors who are expected to sell their company’s proprietary investment and insurance products. As an independent Registered Investment Advisor, Moneta is able to offer the independent advice and solutions that our clients deserve.
Objective
Moneta is a fee-only financial planning and Registered Investment Advisory (RIA) firm. This means that we never earn sales commissions, kick-backs, referral fees, or sales bonuses that result from the sale of insurance or investment products. As a fee-only Registered Investment Advisor, the Securities and Exchange Commission holds us to a fiduciary standard, and we act in this fiduciary capacity for our clients 100% of the time. This means that we are mandated to always place our client’s best interests above our own. This fiduciary standard stands in contrast to the much lower sales “suitability” standard to which some financial advisors are held.
Comprehensive
Financial services professionals take a variety of approaches to offering financial advice. Some focus on one area of a client’s finances, others focus on two or three. It is our experience at Moneta, however, that all aspects of one’s financial life are interwoven to some degree. Effective financial planning, therefore, cannot be done without taking a comprehensive approach that takes into account one’s entire financial picture. Often it is not until one looks at this “big picture” that one’s financial goals and strategies come into focus. Financial planning is more than investing, and it is also more than asset preservation. When choosing a financial planner, it is imperative that one choose a credentialed professional who has the training and expertise to provide comprehensive wealth management and financial planning solutions.
You can have both the personalized attention you deserve and be backed by a large firm’s resources and security.
We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on strategies and solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Ranked in the Top 10 by Barron’s
Ranked in the top 10 in the nation among independent registered investment advisors by Barron’s for five years in a row (2017-2021) for our combination of quality and scale.
100% Partner-owned and Independent
Long-time Industry Leaders
1989: Moneta’s conversion to a Registered Investment Advisor (RIA) marked an official declaration to act as a fiduciary.
2019: Moneta’s 30th Anniversary as an RIA and 150th year of staying true to their mission of “empowering people to navigate life’s path and protect what they cherish.” We can trace Moneta’s roots back to 1869 as Home Life Insurance Company. Even in this earliest iteration of our existence, every business decision was made considering clients’ needs first.
© 2024, Moneta Group Investment Advisors, LLC an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. All rights reserved. Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients. Barron’s (BN) ranking dated Sept. 16, 2022 based on ADV data provided to BN for time period ending Dec. 31, 2021; Sept. 20, 2021 ranking based on ADV data provided to BN for time period ending Dec. 31, 2020; Sept. 11, 2020 ranking based on ADV data provided to BN for time period ending Dec. 31, 2019; Sept. 13, 2019 ranking based on ADV data provided to BN for time period ending Dec. 31, 2018; Sept. 14, 2018 ranking based on ADV data provided to BN for time period ending Dec. 31, 2017; Sept. 15, 2017 ranking based on ADV data provided to BN for time period ending Dec. 31, 2016; Aug. 27, 2016 ranking based on ADV data provided to BN for time period ending Dec. 31, 2015.