Erin  Hadary

Erin Hadary

| CFP®, MBA

Dunston Financial Group

720-230-3856

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Fee-Only Financial Planner serving the Denver, CO area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1624 Market St
Ste 202
Denver, CO

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Erin Hadary is a Denver, CO Fee-Only Financial Planner serving Denver and all surrounding areas. Dunston Financial Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Erin Hadary is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Erin Hadary is a seasoned business professional with over 15 years of experience in comprehensive wealth management and finance. She has expertise in raising capital, leading investor relations, managing both individual and institutional investment portfolios and philanthropic advising. Erin enjoys helping clients make sound financial decisions and is committed to the client’s best interest and helping clients find purpose and clarity in their financial lives.

Erin is a Certified Financial Planner™, and currently a candidate for the Chartered Advisor in Philanthropy® designation. Erin is a member of the Financial Planning Association, and Colorado Planned Giving Round Table.

Prior to becoming a Certified Financial Planner™, Erin served as Director of Foundations and Corporate Relations for Emory & Henry College.  Previously, she worked as the Director of Investor Relations for SoFi, in San Francisco overseeing private placements. She also spent 5 years in private wealth management as a Registered Investment Advisor for Raymond James Financial Services working with individual clients and private family foundations.

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At Dunston Financial Group, we help individuals, families, and business owners accomplish life goals through the effective management of financial resources.

We do this by providing comprehensive financial planning and investment management services on a fee-only basis. This may mean funding a child’s education, putting in place a sound retirement strategy, or perhaps transferring an estate in a way that minimizes taxes. Financial goals are different for everyone; therefore, we will never utilize a “cookie cutter” approach when helping you accomplish your financial objectives. At Dunston Financial Group, our only goal is to help you accomplish yours.

inancial Planning Components

Our professional services generally fall within the following areas:

Investment Planning & Management
Tax Planning
Estate Planning
Retirement Planning
Education Funding
Risk Management Planning
Business Planning

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