Moorestown, NJ 155 E 3rd St Office

Team

Updated today

Client AUMTotal client AUM

$46,714,875,465

ClientsTotal clients

8,840

AdvisorsAdvisors at this office

Of 253 advisors across 20 offices

Clients per advisor

Very Low

Avg AUM per client

$5,284,488

Very High

HNW client ratio

62%

Very High

Location

155 E 3rd St

Moorestown NJ 08057

Advisors at this office

Gregory R

ChFC®, Series 65, Series 63

Moorestown, NJ

Moneta Group Investment Advisors, LLC

Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Lane Hipple Wealth Management Group and Cetera. 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 centralized investment research and an open-architecture selection process, offering specialized services for clients with complex needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive

Emily M

CFP®, Series 65

Moorestown, NJ

Moneta Group Investment Advisors, LLC

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive

Thomas L

CFP®, ChFC®, Series 63

Moorestown, NJ

Moneta Group Investment Advisors, LLC

Thomas Lane Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has been leading Lane & Associates, LLC DBA Lane Hipple Wealth Management Group since 2015. Lane is also a licensed insurance agent, dedicating part of his time to selling insurance and servicing accounts. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized research and emphasizes diversified, multi-asset allocations along with specialized services for unique client segments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive

Thomas S

CFA®, Series 63

Moorestown, NJ

Moneta Group Investment Advisors, LLC

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive

Thomas L

CFP®, ChFC®, Series 66

Moorestown, NJ

Moneta Group Investment Advisors, LLC

Thomas Lane III is a CFP® and ChFC® with 17 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has also led Lane & Associates, LLC dba Lane Hipple Wealth Management Group since 2015. In addition to his advisory work, Lane is a licensed insurance agent. 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 employs partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive

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View complete list of advisors at this office

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