Moneta Group | Kansas City Investment Advisors

Services Offered

• Financial Planning
• Investment Management
• Tax Planning
• Retirement Planning

About

Moneta Group is a financial planning firm located in Mission Woods, Kansas, dedicated to helping families, businesses, and individuals secure their financial wealth and plan for their future. The firm specializes in developing comprehensive strategies for earning, spending, saving, and tax planning to align with clients' visions. As an independent registered investment advisor (RIA), Moneta operates with a fiduciary standard, ensuring unbiased advice tailored to each client's unique goals. Their personalized approach combines the resources of a large firm with the attention that clients deserve, making them a suitable choice for those seeking customized financial solutions.

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