About Company

Moneta Group Investment Advisors, LLC (Moneta Group) is an employee-owned, partner-led registered investment adviser that delivers comprehensive wealth management and fiduciary services—including investment management, financial and retirement planning, tax and estate planning, family office and trust solutions—for individuals, families and institutions. Moneta Group focuses on personalized, team-based planning and execution supported by proprietary tools and a client portal to help clients put goals into action and protect multigenerational financial legacies; the company serves thousands of families and institutions, manages tens of billions in client assets, and operates offices across multiple U.S. cities (source: Moneta’s website).

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