Moneta Group Investment Advisors, LLC

Overview

Moneta Group Investment Advisors, LLC is a fee-only, partner-owned Registered Investment Advisor (RIA) firm headquartered in St. Louis, Missouri. The firm offers comprehensive wealth management services, including financial planning, investment management, tax and estate planning, and private markets access. As of December 31, 2024, Moneta manages over $42.7 billion in assets, serving more than 8,000 families and institutions across the United States. The firm's investment strategy focuses on a diversified portfolio across various asset classes, such as fixed income, private equity, real estate, and venture capital. Moneta employs a holistic approach to financial planning, addressing fundamental considerations like longevity, liquidity, inflation, market volatility, mortality, and taxes. This strategy aims to help clients achieve their financial goals while mitigating potential risks. Moneta's growth has been marked by strategic expansions into new markets, including Denver, Kansas City, Boston, Chicago, Boulder, and Philadelphia. The firm has also enhanced its client engagement through the development of an integrated online client portal and mobile app, providing clients with secure access to their financial information and facilitating seamless communication with advisors. This commitment to innovation and client service underscores Moneta's dedication to empowering clients in managing their wealth effectively.