Moneta Group, Inc.


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.*