Moneta Employee Directory
Financial ServicesMissouri, United States501-1000 Employees
Moneta is a mid-sized financial services firm focused on comprehensive wealth management. Its advisory services address individuals and families at every stage of the wealth life cycle, from early-career earners building lasting wealth to ultra-high-net-worth clients with multi-generational financial legacies. As an independent firm, Moneta emphasizes personalized, relationship-based planning and handles both the development and implementation of earning, spending, saving and tax strategies to support clients’ goals. The firm is based in Clayton, Missouri. Distinct from standardized approaches, its professionals tailor solutions to each client, navigating complex considerations such as taxation, compensation models, and liquidity events. They aim to secure current wealth while helping clients plan for the future, focusing on long-term relationships to design and execute strategies aligned with personal aspirations.
1-888-653-2347 
support@leadiq.com 
