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  • Moneta Wealth Advisers and Financial Services
    Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance Overcome the unexpected When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created
  • Log In to the Moneta Central Client Portal
    Moneta Central Web Portal - Within the portal, you can engage in real-time conversations with your dedicated advisory team, view investment details, access and sign important documents securely, and keep abreast of relevant content that's tailored to your needs
  • Compardo, Wienstroer Janes - Moneta
    Empowered by Moneta’s large-scale resources, we have the unique ability to focus entirely on making your goals and desires a reality Whether that requires a day-to-day focus on the details that are most important to you, or an understanding of the bigger picture needs that you hope to achieve
  • About Moneta - Registered Investment Advisers
    Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser What does that mean to you? Our business decisions are made by advisors, not by outside investors who might be focused solely on short-term return
  • Our Team - Moneta
    MONETA BY THE NUMBERS $37 4 BILLION AUM *as of 12 31 23 LOCATIONS IN 6 CITIES >500 EMPLOYEES ~150 ENTERPRISE SERVICE TEAM MEMBERS A WEALTH OF INFORMATION DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM News Room Susan Brown Honored in St Louis Business Journal June 13, 2025
  • Kittner - Moneta
    Who We Are Led by our firm’s CEO and Chairman of the Board, we are a passionate team who are obsessively committed to deeply understanding our clients while helping them meet their needs and achieve their goals We strive to deliver a “family office” experience for everyone and our service extends well beyond investments to […]
  • Who We Are - Moneta
    Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success Our team is multigenerational because our client relationships are multigenerational We proudly work with clients at every stage of the financial life cycle—whether you are building a career or planning for the […]
  • Finerty - Moneta - The Finerty Team
    WHAT WE DO The Finerty Team is a premier choice for comprehensive and customized wealth management services We are uniquely positioned to provide a full range of services to families, non-profit organizations, and company retirement plans Our team structure allows us to focus on our clients and what is most important to them, with the […]
  • Start Your Conversation with Moneta
    KANSAS CITY 1900 Shawnee Mission Pkwy Suite 225 Mission Woods, KS 66205 (913) 374-3100
  • Services for Individuals - Moneta
    Moneta Trust offers holistic service for clients needing a corporate trustee Your financial journey is unique, and we’re here to guide you every step of the way Our team of experienced advisors works closely with you to develop and implement strategies that align with your goals and values





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