Founded on a legacy dating back to 1869, Moneta has evolved into one of the nation's largest independent Registered Investment Advisors (RIAs). The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Moneta provides a wide range of services including financial planning, investment management, tax strategy, estate planning, and risk management. Their business model is built on a client-centric approach, aiming to deliver "Raving Fan" service by offering unbiased advice and highly personalized financial solutions.

Founded in

India