One month after Moneta opened its first Denver office in the Cherry Creek area, the $20 billion investment firm has acquired Denver-based RIA Dunston Financial Group.
“Moneta and Dunston are culturally aligned in providing comprehensive financial advice that is client-first and fee-only,” Moneta’s managing partner and chairman of the board Eric Kittner, said in the news release. “By partnering with Moneta, Dunston will access the resources and support they needed to continue offering exceptional…
