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. Moneta delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer.
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.
Member Since: 2023