Moneta Financial Management is named after Juno Moneta, the Roman goddess of money. She was considered the protectress of funds and an advisor to married couples, families and women. Currency was coined in her temple, hence the inspiration for the logo.
You need the kind of dedication that an independent financial advisor offers. We have complete freedom to be your advocate and focus on you. Since we are a small business owner, not an employee of a big brokerage firm, we are able to quickly respond to our clients’ needs.
Life is busy. You shouldn’t have to take off work in order to meet with your advisor. That’s why we hold appointments at or near your home or work and on your time frame, including evenings and Saturdays when necessary.
You want an advisor with empathy and who understands the pain of a downturn. One who truly will not recommend anything that they wouldn’t do themselves if in the same circumstances.