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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Monthly Recap – October 2026
October Observations Mixed Market with Tech Under Pressure Markets in October continued to evaluate the direction of monetary policy, economic…
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Moneta Opens New Kansas City Office to Support Continued Growth
Our third Kansas City expansion since 2020 creates more room for our growing team and reflects our long-term commitment to…
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Tax Policy Outlook with Tax Foundation’s Garrett Watson
The tax landscape is ever evolving, complicated and wrought with uncertainty as the political winds shift form election-to-election. With that…