Moneta Group

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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.

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Employees

201-500

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Managing Partner & Chairman
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Chief Operating Officer
Chief Investments Officer
Chief Platform Officer
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Founding Partner - Compardo, Wienstroer & Janes
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Partner - Moneta
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Partner | Family Office Advisor | Private Wealth, Tax, And Estate Advisor
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Family CFO | Partner
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VP of Estate Planning & Trust Services
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Chief Compliance Officer
Executive Assistant
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Executive Assistant
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Senior Managing Director, Mergers & Acquistions

Board & advisors

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Financial Advisor
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Financial Advisor
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Advisor / Operations Manager
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Director of Operations - Compardo, Wienstroer & Janes at Moneta
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Advisor at Moneta Group
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Senior Advisor
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Partner and Family CFO
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Senior Advisor, CFP
Senior Advisor - Compardo, Wienstroer & Janes at Moneta
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Financial Advisor
Family Office Services | Wealth Management
Retirement Plan Advisor
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Private Markets Advisor
Senior Retirement Plan Advisor
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Senior Family Office Advisor
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