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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Learning From a Legacy – 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with…
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What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time coming,…
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Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…