Our Firm

CEO’s Message

Moneta Group’s mission is to be the premier provider of financial advice and Family CFO services for our diverse clientele. Our clients and their financial goals are singularly important to us. During the past four decades, we have increased client options for individual retirement planning services and expanded our commitment to serve the needs of retirement plan clients. Today, Moneta Group manages retirement and benefits plans for large, publicly traded companies, privately-owned firms and closely held businesses. We currently manage more than 250 retirement plans with $3 billion in assets.

As with our Family CFO business, we have hired industry leading professionals to serve our clients. Above all, we cherish our role as your advocate to serve your best interests. Combined with our depth and breadth of our expertise, Moneta Group believes this is what truly sets us apart.