Moneta

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.

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

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.

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

We're grateful for the opportunity to share our time and talent with aspiring financial professionals like the members of MU Financial Planning Association.

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 

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

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

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....

Moneta is proud to be ranked #1 on Financial Planning’s 2025 RIA Leaders list of the largest fee-only firms in the U.S. Why does fee-only matter? It means our advice is objective, transparent, and always in your best interest—no commissions, no conflicts. Discover why independence and fiduciary duty set Moneta apart: https://bit.ly/3Mn6Qk1 #Moneta #FeeOnly #RIA #FinancialPlanning #Fiduciary Financial Planning’s RIA Leaders 2025 ranking dated November 18, 2025 is based on quantitative and qualitative data such as number of clients, compensation arrangements, and regulatory record scraped together by data partner COMPLY from Form ADV filings with the Securities and Exchange Commission as of December 31, 2024. No payment was made by Moneta for inclusion or selection by Financial Planning. Financial Planning’s ranking methodology is detailed on the same page as the rankings.