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.
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Monthly Recap – January 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the…
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Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations may evolve often enough, one thing…
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A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…