Erin Hadary
MBA, CFP®, CAP®
Moneta
Partner
Erin Hadary
MBA, CFP®, CAP®
Moneta
Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Erin Hadary, MBA, CFP®, CAP®
Fee-Only financial planner specializing in private wealth management and philanthropic planning
Meet Erin Hadary
Accepting new clients with needs related to private wealth management and philanthropic planning
Moneta Partner Erin Hadary helps clients find purpose and clarity in their financial lives while empowering them to live the life they imagine. She enjoys learning about the values and dreams of creative people and showing them how money can be a tool to live true to themselves.
When someone encounters sudden wealth – such as an inheritance or sale of their business – it can be overwhelming and even paralyzing. Erin helps people who feel this way stay organized and on a path forward toward their goals. The lines between life coach and financial advisor are often hard to distinguish as she encourages her clients to live freely.
Erin is a seasoned business professional with more than 15 years of experience in comprehensive wealth management and finance. She has expertise in managing both individual and institutional investment portfolios, philanthropic advising and help raising capital and leading investor relations.
Erin is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Advisor in Philanthropy®. She is a member of the Financial Planning Association and Colorado Planned Giving Round Table. Erin is an active board member of the Colorado's Resource Central an innovative nonprofit in Colorado determined to make energy and water conservation so simple that you don’t even realize you’re doing it. When asked about giving back, Erin said, “Building a better and stronger community is my definition of a life well lived.”
In her free time, Erin enjoys spending time with her family and her dogs, gardening and creating artwork.
PROFESSIONAL CREDENTIALS
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor in Philanthropy (CAP® )
- Master’s in Business Administration (MBA)
PROFESSIONAL COMMUNITY INVOLVEMENT
- Colorado Planned Giving Round Table, Member
- The Financial Planning Association® (FPA®), Member
VOLUNTEER WORK
- Colorado’s Resource Central Board, Member and former Chairwoman
- Western North Carolina Aids Project, Former Board Treasurer
Erin Hadary is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Erin Hadary is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Erin Hadary
Office Locations:
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200 Columbine Street
Suite 200
Denver, CO 80206 -
By Appointment
Denver, CO 80212
