Our Expertise

Family CFO Services

btn-goto-monetaThe depth and breadth of services Moneta provides its business clients and the high level of expertise within the firm has attracted the attention of business owners and corporate executives interested in knowing about Moneta Group’s Family CFO services. These executives want the same independent advice for family financial planning that they have come to rely on regarding the investments of employee benefits plans.

Our clients have access to personalized, conflict-free advice on a range of financial issues, all delivered by a service model that has a single goal – make every client a “Raving Fan.” And as independent Registered Investment Advisors, we are fiduciaries, acting only in the best interests of our clients. We sit on the same side of the table, working in collaboration with you to provide the service and advice you want and deserve.

For more information about our Family CFO services, visit monetagroup.com.