Moneta Group is one of the largest independently owned financial planning firms in the United States. The company manages more than $4.5 billion worth of assets for its clients. The average net worth of its client is $5.5 million and its largest client has assets of more than $63 million. Moneta Group s services include investment management, retirement planning, estate planning, tax strategies, insurance planning, education funding and family CFO services. The firm was established in 1905 and is located in St. Louis. One of its principals, James T. Blair IV, has been named among Worth magazine's list of the nation's 'Top 100 Wealth Advisors.'