BBB Accredited Business Profile

Moneta Group LLC

Moneta Group LLC

(314) 726-2300

Moneta Group LLC

148 years in business
100 S Brentwood Blvd Ste 500
Saint Louis, MO 63105-1695
Fax Numbers
  • (314) 862-6139
Additional Email Addresses
  • eBarlean@monetagroup.com
BBB File Opened: 01/01/1983
Business Started: 01/01/1869
Business Started Locally: 01/01/1905
Type of Entity
Limited Liability Company
Business Management
  • Ms. Emily Barlean, Communications Manager
  • Keith Bowles, COO
  • Thomas O'Meara, CEO
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Retirement Planning Service
  • Risk Management
  • Estate Planning & Management

Service Area
ILLINOIS, MISSOURI
Alternate Business Names
  • Moneta Group Investment Advisors, LLC
  • Moneta Group
BBB accredited business

A+

Overview

Moneta Group provides wealth advisory services to clients with complex financial issues. We help put comprehensive, long-term plans in place that are designed to meet the unique needs of High Net Worth individuals, businesses with retirement plans, institutions, trusts and the emerging affluent. 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. Our responsibility and expertise is in asking all the right questions and helping find solutions.

Plus, as fiduciaries, we act only in the best interests of our clients and pride ourselves on providing an exceptional experience to every client, every time. Our depth and breadth of expertise and resources helps us to be sustainable, scalable and comprehensive. Our 36 partners own the firm and employ teams of experts with over 200 designations; our infrastructure team delivers top notch investment advice, technology resources, accounting, compliance, marketing, tax planning, and estate planning; and we advise on more than $20 billion in assets. In today’s complex landscape of financial services, we know that our approach stands out from the crowd.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Business Profile

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Moneta Group LLC

Moneta Group LLC

BBB ACCREDITATION SINCE 03/29/2010

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