Moneta Group
We help successful families and individuals secure their current financial wealth and plan for the future they imagine. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the freedom to leverage a large and diverse set of solutions. As a result, our clients get unique solutions, specific to their needs and goals.
The firm having client teams being uniquely staffed and structured to best serve their specific needs:
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.