Moneta Group - Dunston Financial Team

"I've been working with Moneta now for over 2 years now. A fantastic wealth management firm, Lynn and his team welcomed us in and quickly provided a plan for our complex financial situation. They checked our goals and reviewed everything and set us on the right track financially and then started ensuring that our estate planning was in good shape. The team has been wonderful to work with and we've been relaxed ever since and confident that Moneta is taking care of us."

"My experience with Moneta has been unbelievably positive from the start. I came from a few bad experiences with other wealth management groups, and I’m certain I’ve found the spot to be. Lynn is insanely knowledgeable, intelligent, and transparent when it comes to everything to do with your finances. You immediately feel you can trust him, too. I have nothing but good things to say about him and this group. If you prefer boutique style, which is so much more intimate and personal to your specific needs, over joining a massive group that looks at you as just another number in their clientele, Moneta is the choice for you, for sure! Plus, their office is very professional feeling, very snazzy and beautiful!"

"I've been with Lynn Dunston and the Moneta team since 2016, and it's the smartest financial decision I've made for my future. I chose them because I wanted personal touch, integrity, and a passion for smart investment strategies that pertained to me rather than being sold gimmicky packages or bundles that were about generating numbers for a firm. Lynn has an incredible background and education, and I'm not surprised that his team has grown. They know what they're doing."

"Working with Moneta-Dunston is the best financial decision I have ever made. Lynn, and all of his great colleagues, are such lovely people and so professional. Patient, ever so generous with their time and counsel, and brilliant in my view. Having Moneta-Dunston act as my fiduciary gives me enormous comfort."

"You will be hard pressed to find a thorough and proficient financial team. Lynn Dunston and his team are consumate professionals and will make sure that you are comfortable with all aspects of your financial planning. They did a top down review of not only the usual financial plans, but helped us get review of our insurance and estate plans which revealed some important changes were needed. After working with Lynn and his team for several years, we are beyond pleased and sleep better at night knowing they are overseeing our financial plans."