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Posted on 325 Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint with a deal to merge in the principals and clients of The Berry Group of Worcester, Massachusetts. This addition is expected to bring $625 million in assets under management and represents the firm’s first presence in the Northeast. While geographic expansion is part of Moneta’s larger plan, the culmination of the deal speaks more to the match in philosophies between the two firms. The Berry Group Principals Sarah Berry and Michael Machnowski, CFP ®, join Moneta’s decision-making partnership group as part of the move.

United statesMichael machnowskiJen diehlKeith bowlesSarah berryEric kittnerIberry groupBerry machnowski teamMoneta group investment advisorsBerry group principals sarahBerry machnowski team at monetaBerry group of worcesterWells fargoManaging partnerChairman ericKansas city