Founded over 150 years ago and established as an independent entity in 2002, Moneta Group is a prominent wealth management firm headquartered in St. Louis, Missouri. Operating as a 100% partner-owned firm, Moneta is a Registered Investment Advisor (RIA) committed to a fiduciary standard. The company's core business model is its "Family CFO" service, which offers a holistic approach to wealth management, encompassing everything from investment management and financial planning to tax strategies, estate planning, and risk management for a select group of high-net-worth clients.

Founded in

United States