History
In 1905, Moneta Group opened its doors in downtown St. Louis. In 1958, we moved to Clayton and celebrated our 50th year as a Clayton corporate citizen in 2008. Over the past 100 years, Moneta has evolved into a comprehensive financial planning firm that today is one of the nation's largest - totaling over $6.5 billion in assets under management as of December 31, 2008. We are passionate about what we do We act only in our clients' best interests We deliver Raving Fan Service We promise a lot, and deliver more. Our clients and their goals are singularly important, and we are committed to providing them exceptional service. We seek out talented people, assembling a superlative staff chosen to support a system committed to these values, ones which govern every aspect of our practice.
Specialties
Moneta helps successful families, businesses, and individuals secure their current financial wealth 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. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the resources, security and longevity of a large firm, but are still able to maintain the personalized attention our clients deserve. We have the freedom to leverage a large and diverse set of solutions so that we can customize plans for our clients' specific goals. Speak with a financial adviser today.