Background

Wealth & Money Management Awards 2015

Moneta Group

Moneta Group is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

Scroll
Award Logo Circle Circle

About Moneta Group

Family Office of the Year – Missouri, and Best for Family CFO Services – USA

Moneta Group Investment Advisors, LLC is a full-service wealth management firm that provides its clients with customized services that take the stress and complexity out of managing personal financial affairs. The fee-only, fiduciary, Registered Investment Advisor manages over $13 billion in assets and enjoys a history dating back to 1869.

The firm works diligently to advise clients on how to manage, grow and protect their family’s assets. While investment management is a piece of this, the complexities of retirement planning, estate and philanthropic strategies, tax planning, money management, risk management and business succession are also included in Moneta’s offerings.

In addition to serving as Family CFOs, Moneta Group has grown their Institutional Consulting business over the last several years, currently managing more than 250 retirement plans with $3 billion in assets.

There are many things that make Moneta Group unique, but perhaps the most important one is their philosophy that every client is distinctive: like two fingerprints, no two are alike. For that reason, Moneta knows that each client’s plans must be equally unique. This leads advisor teams to work diligently to personalize their relationships with each client, going above and beyond to provide “Raving Fan” service to each and every client.

Because Moneta’s clients value the strong relationships built with their advisor teams, Moneta has taken steps to ensure that it preserves its independence, transparency and individual attention based on personal, long-term relationships. For that reason, Moneta Group is owned by its principals and answers to its clients, not to any outside shareholders. Their independence allows them to remain nimble and responsive to the wishes of their clients, and they look forward to continued success and growth for many years to come.

www.monetagroup.com

 

 

 

Visit Website

Other Awards You Might Like
Arrow

Wealth & Finance International is part of AI Global Media

Discover our 10+ brands covering different sectors
APAC InsiderBUILD MagazineCorporate VisionEU Business NewsGHP NewsAcquisition InternationalNew World ReportMEA MarketsCEO MonthlySME NewsLUXlife MagazineInnovation in BusinessThe Business Concept