Moneta, we are not only financial advisers, we are fiduciaries. We maintain the highest standards in the industry for acting in our clients’ best interest–always.
We maintain an exceptionally low, 48-to-1 adviser-to-client ratio. As an organization, we are also committed to a fee-only compensation structure, meaning that neither Moneta Group, LLC nor Moneta Group Investment Advisors, LLC receive commissions relative to trade transactions or the sale of insurance.*