Dunston Financial Group
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
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.
Erin Hadary is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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
Risk Management Planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Erin Hadary is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Erin Hadary is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Erin Hadary
1624 Market St
Denver, CO 80202