Moorestown, NJ 155 E 3rd St 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
155 E 3rd St
Moorestown NJ 08057
Advisors at this office
5
Advisors at this office
Gregory R
ChFC®, Series 63, Series 65
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 and Series 63 and 65 licenses. His prior experience includes roles at Lane Hipple Wealth Management Group, Cetera, and Foresters Financial Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment due diligence and offers specialized services for clients with complex needs.
Emily M
CFP®, Series 65
Moorestown, NJ
Moneta Group Investment Advisors, LLC
Emily Mulligan is a CFP® with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She previously worked with Lane and Associates LLC and Lane Hipple Wealth Management Group. 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 utilizes a Partner-led team structure and a multi-criteria selection process supported by ongoing due diligence, offering specialized services for clients with complex needs alongside an enterprise-scale platform.
Thomas L
CFP®, ChFC®, Series 63
Moorestown, NJ
Moneta Group Investment Advisors, LLC
Thomas Lane Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has operated Lane & Associates, LLC doing business as Lane Hipple Wealth Management Group since 2015. Lane is also a licensed insurance agent, dedicating part of his time to insurance sales and account servicing. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department and an open-architecture approach to asset allocation and manager due diligence.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)