Moneta, located at 1 N Brentwood Blvd 10th Floor in St. Louis, Missouri, operates as a leading financial advisor in the Midwest. With over $37.4 billion in assets under management and a dedicated team of 500 employees, Moneta emphasizes client loyalty and service. This independent, employee-owned firm offers comprehensive financial planning services tailored for individuals and families, ensuring they can effectively navigate their financial journeys.
The firm specializes in Family CFO Services, Retirement and Education Planning, Investment Planning, and Institutional Consulting. Moneta also provides Retirement Plan Administration, Tax Planning, and Philanthropic and Estate Planning. Additionally, Moneta Trust, a division of National Advisors Trust, FSB, enhances its offerings with robust trust services. Each service is designed to empower clients to protect their assets and achieve their financial goals.
Moneta's commitment to independence and client service sets it apart in the financial advisory landscape. The firm’s employee ownership model fosters a culture of accountability and dedication, ensuring that clients receive personalized attention and tailored strategies. With a strong reputation in St. Louis and beyond, Moneta remains a trusted partner for those seeking to secure their financial futures.
Moneta delivers a full range of financial planning services, demonstrating expertise and commitment to client success. The firm's independence allows for unbiased advice and customized solutions. Engage with Moneta in St. Louis for expert financial guidance.
