
The Sward Team
About Us
As a premier provider of life-long financial advice to successful families, our goal is to provide expert counsel and service that exceeds expectations. In the rapidly changing landscape of today’s financial industry, our clients can be assured of Moneta’s stability and of their family’s long-term, multi-generational relationship with the Sward Team.
Through the course of our history, Moneta has evolved into a firm of more than 260 people providing Family CFO services to our clients and consistently ranks among the top 10 Registered Investment Advisors (RIAs) in the country.
As RIAs, we adhere to the fiduciary standard, which requires that we put your best interest first in every investment recommendation. Plus, our boutique approach means we limit our client base to a small number of clients, allowing us to build strong relationships with each, focused on the kind of personal attention our clients expect and deserve.
Meet our team

Margaret Lyons
Senior Client Service Manager

Meghan Albrecht
Client Service Manager

Avery Starnes
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – February 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower…
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The Trump 2.0 Trade: Over Before it Started?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from…
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Monthly Recap – January 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls…