Grant Edmunds

Our deep bench of highly credentialed professionals allows us to provide a comprehensive and truly personalized client experience. We work with individuals and families in every stage of the wealth life cycle – from young families on track to building lasting wealth, to ultra-high-net-worth clients with complex multi-generation financial legacies. We help clients secure their financial wealth and plan for the future by developing strategies to support that vision and take care of the detailed work to implement the plan. Moneta ranks No. 1 among the nation's largest fee-only RIAs in Financial Planning's 2025 RIA Leaders list, and No. 8 on Barron's 2025 Top 100 RIA Firms for our unique blend of excellence and scale. As a fully independent, 100% partner-owned firm with over $42 billion...