At Moneta, we are not only financial advisers, we are fiduciaries. We maintain the highest standards in the industry for acting in our clients’ best interests.
We maintain an exceptionally low, 48-to-1 adviser-to-client ratio. As an organization, we are also committed to fee-only financial planning in a compensation structure.Moneta financial planners help successful families and individuals secure their current financial wealth management and plan for the future they imagine. We develop earning, spending, saving and tax strategies to support that vision. And finally, we take care of the detailed work to implement the plan.