Boulder, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moneta Group Investment Advisors, LLC
Enterprise
Firm-wide stats for Moneta Group Investment Advisors, LLC
Clients per advisor
34 Very LowAvg AUM per client
$5,284,488 Very HighHNW client ratio
62% Very HighAbout
Moneta Group Investment Advisors serves a mix of high-net-worth individuals, families and family offices alongside institutional clients such as retirement plans, foundations and endowments. The firm provides discretionary and non‑discretionary portfolio management, financial planning and family office services, held‑away asset advice, and concierge offerings including bill pay and bookkeeping.
Investment decisions are made through a Partner‑led Team structure supported by a centralized Investments Department and an open‑architecture, multi‑criteria selection process that emphasizes asset allocation and manager due diligence. Moneta maintains Recommended/Watch/Sell lists, conducts ongoing monitoring and due diligence (including alternative procedures for “Second Segment” holdings), and manages proprietary multi‑strategy vehicles such as the Retirement Advocate Funds (RAFs).
Distinctive features include regular use of other registered advisers and sub‑advisers (for example, Argent, Parametric and Vanguard are referenced) with Moneta retaining supervisory responsibility over such allocations, and acting as sub‑advisor to RAFs (RAFs are limited to Moneta’s institutional 401(k) and retirement clients). The firm is also affiliated with Moneta Trust and has bank‑related referral and cash‑management arrangements (Enterprise Bank and Flourish are disclosed), and offers specialized services for groups with complex needs—such as professional and developing athletes—alongside its enterprise‑scale platform.
Expertise
Occupation focus
Location
2034 Pearl Street, Suite 100
Boulder CO 80302
Advisors at this office
3
Advisors at this office
Amy H
Series 63, Series 65
Boulder, CO
Moneta Group Investment Advisors, LLC
Amy Hiett is a financial advisor at Moneta Group Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Hiett has a 50% ownership interest in Juniper Wealth Advisors, a financial practice based in Boulder, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.
Michael W
CFP®, Series 63, Series 65
Boulder, CO
Moneta Group Investment Advisors, LLC
Michael Walsh is a CFP® with 28 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and previously spent 15 years at Wells Fargo Advisors Financial Network LLC. Walsh is based in Boulder, Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Evan K
Series 66
Boulder, CO
Moneta Group Investment Advisors, LLC
Evan King is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. King has also been involved with youth athletics and university gym operations. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by a centralized investments department and utilizes an open-architecture, multi-criteria investment selection process.
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