Moneta Group Investment Advisors, LLC
- Employees in region:
- Financial Services & Insurance
- HQ location:
- Clayton, MO
’14, ’15, ’16, ’17
Moneta Group provides wealth advisory services to clients with complex financial issues. We help put comprehensive, long-term plans in place that are designed to meet the unique needs of High Net Worth individuals, businesses with retirement plans, institutions, trusts and the emerging affluent. The firm’s primary role is to serve as each client’s advocate, helping them negotiate the many complexities encountered in managing their financial affairs. Our responsibility and expertise is in asking all the right questions and helping find solutions.
Plus, as fiduciaries, we act only in the best interests of our clients and pride ourselves on providing an exceptional experience to every client, every time. Our depth and breadth of expertise and resources helps us to be sustainable, scalable and comprehensive. Our 36 partners own the firm and employ teams of experts with over 200 designations; our infrastructure team delivers top notch investment advice, technology resources, accounting, compliance, marketing, tax planning, and estate planning; and we advise on more than $20 billion in assets. In today’s complex landscape of financial services, we know that our approach stands out from the crowd.