Moneta Advisory Services
We do more, so you can too, wherever you are in life.
No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine. Whether you’re just starting out or looking to retire, we are here to help you make life’s big decisions.
As a firm Moneta manages more than $37.4 billion in assets for our Clients, but even as we continue to grow we are committed to delivering a personalized experience for our Clients. We maintain an Advisor-to-Client ratio half that of the industry standard. Our Team approach gives clients the individualized attention their financial plans need, but we are also backed by the industry knowledge and resources of a large firm. For our Clients, it’s the best of both worlds.
Team Members
Kim Bui
Client Service Manager
Andrea Denk
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Retirement Planning for Executives: Timing Equity, Pensions, and Deferred Compensation
Danton Troyer, Partner, CFP® How long do you have before you reach your ideal retirement age? Ten years? Two years? Many executives don’t allow themselves…
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Monthly Recap – August 2026
August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood…
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Looking to the Helpers
by Deb Dubin, Chief Philanthropy Officer It’s hard to believe it’s been 25 years since the tragic events of 9/11. For…