Moneta
Moneta is one of the country's largest independent RIA firms that provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life's path. Moneta is known for its personalized approach, aiming to build long-term relationships with clients and guide them through different life stages. The firm focuses on strategies for spending, earning, saving, and taxes in a way that promotes security and longevity. The firm is ranked by InvestmentNews as one of Midwest's largest independent RIAs with more than $37.5 billion in AUM.
ABOUT MONETA RIA
Founded in 1869, Moneta is a premier independent wealth management firm that offers expertise and guidance in financial planning.
The firm offers methods that are personal, customized, and based on strategies and solutions specific to you and your goals.
Moneta is consistently recognized by industry publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch.
WEALTH MANAGEMENT SERVICES
For Individuals.
Receive objective, unbiased advice tailored to your goals, and learn about opportunities to save more, achieve financial independence, or guide the next generation to wealth.
For Institutions.
The firm offers high-touch service, results-based participant education, and unbiased advice for qualified and non-qualified plans.
For Family Offices.
The firm is purpose-built to meet your unique needs through their extensive, bespoke services.
Trust Services.
You can have confidence in Moneta Trust’s fiduciary capability to act as your single source corporate trustee of both liquid and illiquid assets, however you need.