Moneta Group | St. Louis Investment Advisors
Office phone +1 314-726-****
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Homepage http://www.monetagroup.com
LinkedIn Profile https://linkedin.com/company/mo***-gro***
HQ Location
United States , Missouri, Clayton:100 S Brentwood Blvd, St. Louis, MO 63105
Moneta Group provides Family CFO services to clients with complex financial lives. The firm’s primary role is to serve as each client’s advocate, helping them negotiate the many complexities encountered in managing their financial affairs. It is a comprehensive financial planning firm – totaling more than $16 billion in assets under management as of December 31, 2015. The 39 principals are owners of the firm. Individual principal teams serve as Family CFOs to a select group of clients, providing experienced insight across a broad range of financial topics.
Moneta is the 4th largest RIA in the country and was named a Top Workplace in St. Louis by the St. Louis Post-Dispatch.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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