Financial Advisor magazine's recent survey ranked Moneta Group fourth in "Top 10 Fastest-Growing Firms" (of those with assets of $1 billion or more) and second when ranked by total assets.  Click here for listing.



Schwab Institutional honored Moneta Group with the 2007 Best in Business Award, part of an industry-wide awards program to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation, and impressive growth.

As the Best in Business Award winner, Moneta Group was honored for its success in delivering a wide range of services to clients, including financial planning services, in-house estate planning, tax planning and preparation, retirement planning, charitable giving, business succession planning and risk management. In the last five years, assets under management at Moneta Group have grown from approximately $3 billion to more than $6 billion, while the number of clients has remained the same. This success with existing clients stems from the firm’s focus on serving as “Family CFO” for its clients, emphasizing relationships and maintaining a fierce commitment to high levels of client service.

The 2007 IMPACT Awards winners were selected by a distinguished panel of judges including Daniel O. Leemon, former executive vice president and chief strategy officer for The Charles Schwab Corporation; Edythe "Dede" McClatchy Pahl, executive director of the Investment Management Consultants Association (IMCA); David G. Tittsworth, executive director and executive vice president of the Investment Advisor Association (IAA); and Marvin W. Tuttle, Jr., CAE, executive director and CEO of the Financial Planning Association (FPA). IMPACT Awards entries were scored by the accounting and consulting firm Moss Adams LLP. The winners were selected by the panel of judges.

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“At Moneta, every member of our team is dedicated to helping each one of our clients meet their individual financial goals,” says Peter Schick, chairman of the board and principal at Moneta Group. “Our goal is to maintain long-term relationships with our clients. We make it our business to keep abreast of changes in the financial services industry and work with our clients to ensure they are never caught unaware.”