Moneta

Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer.

At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them to navigate life’s path and protect what they cherish. We foster a culture of excellence and continuous growth, providing opportunities for you to develop your career while helping individuals, families, and institutions achieve their financial goals through highly personalized services leveraging cutting-edge technology and deep industry expertise.

At Moneta, you will seek to understand, discover possibilities, and take action to deliver an exceptional experience. Our approach focuses on building long-term relationships with clients so we can design and execute custom solutions tailored to their unique needs and aligned with their personal aspirations.