Company Information

Headquarters
United States
Founded in
1869
Employees
201 - 500( View All )
Speciality
Family OfficeFamily CFO ServicesInvestment PlanningTax Planning
Overview
Moneta, ranked by InvestmentNews as the Midwest’s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron’s ranked Moneta No. 4 among the nation’s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. “MonetaU"​ – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement. Learn more at monetagroup.com
search

Sign Up to View Moneta Group’s Top Employees

Instant access. Cancel anytime

Similar Companies

Similar Companies
M&T Bank

United States

static-Similar Companies-page
WOM Finance

Indonesia

static-Similar Companies-page
The Mortgage Works (TMW)

United Kingdom

Similar Companies
OTO Group

Indonesia

Start with AroundDeal For Free!

Use AroundDeal to build prospect lists in 1 click.

Instant access. Cancel anytime

Get Contact Info for All Employees

Employees:

static-employee
Nancy Whatley-Blaine

Director, Talent and Organizational Development

static-employee
Eric Kittner

CEO & Chairman of the Board

static-employee
Oliver Cfp® Cragan

Advisor - The Berry Machnowski Team


static-employee
Nicholas Kroeger

Retirement Plan Specialist

static-employee
Brooks Teasley

Client Service Manager