Why Moneta

A client-first philosophy that's 100% focused on you

Choosing Moneta means choosing a partner who puts you first—always.

Our client-first philosophy is woven into every detail, from our fee-only fiduciary model and true independence to the next-level service you experience at every turn. Here, your goals drive every decision, and your best interests are at the heart of everything we do.

$50B+ Assets Under Management

150+ Years of Service

Fee-Only FiduciarySince 1989

100% IndependentNo Private Equity

Fee-Only Fiduciary

We believe we should only do well when you do well. As a fee-only firm, Moneta doesn't charge commissions or accept third-party incentives. Our compensation is based solely on the wealth management services we provide, starting with a comprehensive financial plan built around your unique goals.

100% Independence

Moneta is advisor-owned. This means our loyalty is to you, not to shareholders or outside private equity companies. The only interests we serve are yours. Our true independence empowers us to deliver advice and solutions that are always focused on what's best for you and your family.

Next-Level Service, by Design

Exceptional service isn't an accident—it's built into everything we do. Our team-based structure is designed deliberately so every client gets more time, highly-personalized attention, and a deeper level of service. You'll feel the difference in every interaction.

Sophisticated Investment Capabilities

Your wealth deserves more than the same cookie-cutter investment models and ETFs other firms use. Moneta provides clients with access to private capital, real estate, and other diversifying strategies typically reserved for institutional investors. Our disciplined approach to sourcing, due diligence, and portfolio construction ensures clients benefit from high-quality, curated opportunities.

Chief Philanthropy Officer

Our clients are givers by nature. Moneta is one of the only firms in the country with a Chief Philanthropy Officer dedicated to helping you define and plan your family's positive impact on the world. We focus on maximizing both your impact and tax efficiency, so your giving goes further. Giving back is part of your legacy—and ours.

Family Office Services

Great wealth brings great complexity. Thankfully, you don't have to tackle it alone. Moneta's Family Office Services takes the stress of managing hundreds of high-detail, high-stakes decisions off your plate. We handle the complexity so you can focus on what matters most—your family, your passions, and your legacy.