You were so busy building your business that you never took time to consider an exit plan – now what? It’s not too late and you don’t have to do this alone. Learn more here.
Moneta
Financial Services
St Louis, Missouri 9,595 followers
Let's talk. But not just about money.
About us
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
- Website
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http://www.monetagroup.com
External link for Moneta
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- St Louis, Missouri
- Type
- Partnership
- Founded
- 1869
- Specialties
- Family CFO Services, Retirement and Education Planning, Investment Planning, Institutional Consulting and Retirement Plan Administration, Tax Planning, Moneta Trust, a division of National Advisors Trust, FSB, Philanthropic and Estate Planning, and Family Office
Locations
Employees at Moneta
Updates
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Your time running your RIA practice will eventually end – one way or another, either by choice or otherwise, and whether you plan for it or not. What will happen to your clients and your business when that day comes? If you don't love your answer to that question -- or don't have one at all -- we have some solutions for you. Click the article below to read more.
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Without some sense of community, what you do for work can feel like only work, and nothing more. If you're looking for an opportunity to help both your career and also your community, click the link to learn more: https://bit.ly/417rNno #LetsTalk
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Did you know that when you work at Moneta, you’re supported in giving back to the causes that matter most to you? Every employee receives eight paid hours of Volunteer Time Off to invest in their community. Employees, like Daniel, also have four opportunities each year to apply for a Community Support Grant—$500–$1,500 in funding available to eligible nonprofits that advance economic empowerment and community vitality. These grants are championed by employees, who submit the nominations, and then evaluated by the Moneta Charitable Foundation Board of Trustees each quarter. Thanks, Dan, for encouraging Moneta to support The ALS Association in 2025.
I’m proud to share that the Trustees of the Moneta Charitable Foundation (MCF) have once again awarded a Community Support Grant to The ALS Association. Thank you to the MCF for continuing to make a difference in the fight against ALS — and to Moneta for fostering a culture where we can support the causes that matter most to us and our communities.
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We're Hiring in Boulder! Join Moneta as a Client Service Manager. Are you passionate about building strong client relationships and delivering exceptional service? Looking for a career with growth, mentorship, and meaningful impact? Our Boulder, CO team is expanding and ready to meet you. As a Client Service Manager, you’ll: 🔹Support Advisors and Partners with clients’ complex financial needs 🔹Guide clients through onboarding 🔹Serve as a trusted daily point of contact 🔹Learn wealth management fundamentals while enhancing the client experience To learn more about this role and to apply, click the link below: https://lnkd.in/gkVraEmF
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We're grateful for the opportunity to share our time and talent with aspiring financial professionals like the members of MU Financial Planning Association.
Last week MU FPA had the privilege of visiting Moneta at their headquarters in St. Louis! Members were able to tour the firm’s amazing office and learn about the industry. Special thanks to Jana Gregorek CLU®,ChFC®,MBA and Sarah Renieri for making this event possible!
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We’re excited to share Moneta CEO and Chairman Eric Kittner’s interview with Michelle Yu on Asset TV, where he tackled some of the biggest questions shaping the future of the RIA industry. In this conversation, Eric breaks down why Moneta has remained fully independent and free of outside capital and how that ownership structure shapes every decision we make for clients and advisors. He speaks candidly about moments when independence allowed Moneta to prioritize long-term value over short-term pressures, and why our model offers a fundamentally different alternative to the typical M&A-driven paths many advisors feel forced into. Eric also discusses why next-gen advisors can’t afford not to pursue meaningful ownership, the role internal ownership plays in talent retention and succession, and how Moneta is preparing future leaders without relying on external capital. It’s a thoughtful look at where the industry is heading and why independence matters more than ever. Watch the full interview: https://lnkd.in/gzqWwDwX #AssetTV #RIA #Independence
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Retirement opens a world of options now that you’re not bound to work. One option you’ve heard about – and possibly dreamed of – is retiring abroad. Read here about the pros, cons, and unknowns: https://bit.ly/4hL0iFY
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Do you ever feel like your career and your personal life are at odds with each other? At Moneta, you don’t have to sacrifice one for the other. We prioritize family values as much as our clients do, emphasizing the significance of being present both at work and at home. #LetsTalk
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As you step into the realm of executive leadership, the stakes are higher, and so is the complexity of your compensation package. It’s not just about the salary anymore; it’s about crafting a package that propels you towards your future financial goals while providing the stability you need today. Read our latest edition of "Executive Decisions" for a guide through the nuances and moves to consider....