Moneta Group provides Family CFO services to clients with complex financial lives. The firm’s primary role is to serve as each client’s advocate, helping them negotiate the many complexities encountered in managing their financial affairs. It is a comprehensive financial planning firm – totaling more than $8 billion in assets under management as of December 31, 2009. The 29 principals are owners of the firm. Individual principal teams serve as Family CFOs to a select group of clients, providing experienced insight across a broad range of financial topics.
Specialties
Family CFO Services, Retirement and Education Planning, Investment Planning, Institutional Consulting and Retirement Plan Administration, Tax Planning, Moneta Trust, a division of National Advisors Trust, FSB, Philanthropic and Estate Planning
