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Everland Sandry Team

EST. AUM
$450,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website monetagroup.com
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Overview

It introduces Moneta, a boutique-style Registered Investment Adviser owned by partners, emphasizing personalized financial planning tailored to individual goals. Moneta's collaborative approach among advisors aims to address unique financial challenges, steering away from cookie-cutter solutions. 2-person team, led by Jaye Everland and Jason Sandry, joined Moneta Group in April 2023 with $450 million in AUM. Previously with IWP Wealth

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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