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 – May 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while…
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Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness, kindness, and a long-term plan…
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The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might feel unnecessary to plan for a disaster that may never come. Thinking…