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
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear…
-
Monthly Recap – May 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions,…
-
Protecting You From WhatsApp Impersonation Scams
An Important security alert. This post aims to address a concerning trend in financial fraud: impersonation scams via WhatsApp and…