Since 1869, Moneta Group has been committed to acting as advocates for their clients. That commitment, combined with a depth and breadth of services and expertise, attracted the interest of businesses desiring the same independent advice that Moneta Group advisors provided to affluent families and individuals.
Through the creation of Moneta Institutional Consulting, our firm now offers a much needed service to the business community, providing customized, fiduciary advice and managing more than 250 retirement plans with more than $3 billion in assets.
Over the years, Institutional Consulting has become a significant, core part of Moneta’s business. In fact, the firm was recently named to PlanAdviser’s Top 100 Retirement Plan Adviser’s list, providing affirmation of the firm’s dedication to excellence and customer service.