Moneta Wealth Advisers and Financial Services
At Moneta, we believe the best time to start a wealth management relationship is now, so that when a financial event occurs, we’ll be ready—together. In the financial world, institutions …
Log In to the Moneta Central Client Portal
Moneta Central Web Portal - Within the portal, you can engage in real-time conversations with your dedicated advisory team, view investment details, access and sign important documents …
Start Your Conversation with Moneta
©2025 Moneta Group Investment Advisors, LLC. All rights reserved. | Disclosure, Privacy Policy & Terms of Use
Our Team - Moneta
MONETA BY THE NUMBERS $37.4 BILLION AUM *as of 12/31/23 LOCATIONS IN 6 CITIES >500 EMPLOYEES
About Moneta - Registered Investment Advisers
Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser. What does that mean to you? Our business decisions are made by …
Services for Individuals - Moneta
Moneta Trust offers holistic service for clients needing a corporate trustee. Your financial journey is unique, and we’re here to guide you every step of the way. Our team of experienced …
Moneta Advisory Services
No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine. Whether you’re just starting out or looking to retire, …
The Latest Insights & News from Moneta
Important Notice: Moneta does not provide investment advice or conduct business through WhatsApp or any social media platforms. If you receive communication claiming to be from us …
Wealth Management Services - Moneta
2 days ago · Moneta can help fulfill your fiduciary duty to your organization’s plan participants, delivering education and truly independent advisory services. Wealth is complex, touching …
Moneta Central
Investing, giving, and planning all lend to life what once was simply money but is now the power to make a difference.