Our History

A legacy of client-first service, innovation, and independence.

For over 150 years, Moneta's legacy of innovation and independence has shaped our client-first approach.

Every milestone in our story strengthens our commitment to serving families with integrity, expertise, and lasting partnership.

1869
Foundations in St. Louis
Moneta's story begins as Home Life Insurance Company, rooted in a pioneering spirit and a commitment to serving families.
1933
Pioneering Comprehensive Planning
During the Great Depression, Home Life introduced "Planned Estates"—one of the first comprehensive financial planning approaches, focused on solving client problems, not selling products.
1959–1966
Client Needs First
Home Life's leaders established a process centered on understanding client needs through multiple interviews, setting a new standard for personalized service.
1983–1988
Becoming Moneta
The firm's unique group structure took shape, combining specialized expertise to deliver holistic solutions. In 1988, the name "Moneta Group" was adopted, reflecting a new era of collaboration and comprehensive planning.
1989
Independence & Fiduciary Commitment
Moneta became a Registered Investment Adviser (RIA), aligning the firm's interests solely with clients and embracing a fee-only, fiduciary model because that was the standard to which we already held ourselves.
1999
Giving Back
The Moneta Group Charitable Foundation was established, reflecting a deep commitment to community impact and client values.
2004
100% Principal Ownership
Moneta's Principals ensured the firm would remain independent and multi-generational, protecting clients from outside interests and ensuring continuity.
2006
The Family CFO Approach
Moneta adopted the "Family CFO" tagline, reinforcing our role as a lifelong partner for families with complex wealth.
2015–2018
One Firm, Many Solutions
Moneta centralized operations for greater efficiency and scale before launching a new brand identity, uniting many teams under one firm with a shared mission.
2019–2025
National Growth, Local Service
Moneta expanded into new markets—Denver, Kansas City, Chicago, Boston, Boulder, and Philadelphia—by welcoming like-minded client-first teams to grow the firm's reach while strengthening our independent position free from private equity and outside shareholders.