Moneta | Lane Hipple Team

Create, manage, preserve, and distribute your family’s wealth.

Financial planner in Moorestown, NJ (show on map)

5.0

★★★★★

82 reviews

Moneta Group offers personalized financial planning and wealth management services for families, businesses, and institutions, focusing on retirement, investments, tax optimization, and estate planning.

Call (856) 393-6461

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About

Moneta Group Investment Advisors, LLC provides comprehensive wealth management and financial advisory services, including personalized planning for retirement, investments, tax optimization, estate planning, and business consulting. With a focus on fiduciary responsibility and independence, Moneta serves families, businesses, and institutions, offering customized advice and support to help clients achieve their financial goals and preserve their legacies across generations.

Fiduciary commitment

Independence and unbiased advice

Comprehensive wealth management

Personalized service for families and businesses

Services

Family CFO Services

Comprehensive wealth management tailored to personal circumstances and goals, including retirement, investments, tax optimization, and estate planning for families.

Personalized financial planning Retirement planning Tax optimization Estate planning

Business Owner Consulting

Strategic partnership for business owners and institutions, including retirement plan design, succession planning, and alignment of business and personal wealth.

Retirement plan design and management Succession planning Tax-efficient compensation strategies Risk management and insurance

Estate Planning

Comprehensive estate planning services to preserve and transfer wealth across generations, including wills, trusts, and intergenerational wealth transfer strategies.

Will and trust preparation Intergenerational wealth transfer planning Tax-efficient estate strategies

Credentials & Certifications

CFP®

Since 2000s

ChFC®

Since 2000s

CRPS®

Since 2000s

Reviews

Rating

★★★★★

Reviews

"Andy is tactful, respectful, knowledgeable, responsive."

Frequently Asked Questions

What is the difference between a Family CFO and a traditional financial advisor? +

A Family CFO provides comprehensive wealth management tailored to personal circumstances and goals, including retirement, investments, tax optimization, and estate planning, while traditional advisors may focus on specific areas.

How does Moneta Group ensure independence and unbiased advice? +

Moneta Group fiercely protects its independence, adheres to a core set of investment and business principles, and provides a wide range of non-proprietary investment and insurance products, ensuring unbiased advice.

What services does Moneta Group offer for business owners? +

Moneta Group offers retirement plan design and management, succession planning, tax-efficient compensation strategies, and risk management and insurance for business owners and institutions.