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  • Moneta Wealth Advisers and Financial Services
    Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance Overcome the unexpected When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created
  • About Moneta - Registered Investment Advisers
    Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser What does that mean to you? Our business decisions are made by advisors, not by outside investors who might be focused solely on short-term return
  • Our Team - Moneta
    MONETA BY THE NUMBERS $37 4 BILLION AUM *as of 12 31 23 LOCATIONS IN 6 CITIES >500 EMPLOYEES ~150 ENTERPRISE SERVICE TEAM MEMBERS A WEALTH OF INFORMATION DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM News Room Susan Brown Honored in St Louis Business Journal June 13, 2025
  • Compardo, Wienstroer Janes - Moneta
    Empowered by Moneta’s large-scale resources, we have the unique ability to focus entirely on making your goals and desires a reality Whether that requires a day-to-day focus on the details that are most important to you, or an understanding of the bigger picture needs that you hope to achieve
  • Investment Advisors and Certified Financial Planners - Moneta
    Moneta Group is a fee-only wealth management firm offering large-scale resources combined with personalized attention Our advisors help establish customized financial plans for high-net-worth individuals and families
  • Start Your Conversation with Moneta
    KANSAS CITY 1900 Shawnee Mission Pkwy Suite 225 Mission Woods, KS 66205 (913) 374-3100
  • Log In to the Moneta Central Client Portal
    Moneta Central Web Portal - Within the portal, you can engage in real-time conversations with your dedicated advisory team, view investment details, access and sign important documents securely, and keep abreast of relevant content that's tailored to your needs
  • Wealth Management Services - Moneta
    Moneta’s wealth management services help elevate your financial potential at any stage As you move through life, opportunities emerge Complexity grows Momentum ebbs and flows The only constant? Your Moneta advisor They’re here to help you meet any moment, with innovative financial solutions and solid guidance
  • Who We Are - Moneta
    Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success Our team is multigenerational because our client relationships are multigenerational We proudly work with clients at every stage of the financial life cycle—whether you are building a career or planning for the […]
  • Moneta Announces the Merger of a $450 Million Team Further . . .
    Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners in its Cherry Creek location After 30 years as a single-office RIA in St Louis, Moneta launched its national growth plan in 2019 by announcing its first expansion in conjunction with a new office located





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