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

Erin Hadary is a Denver, CO fee-only financial advisor specializing in private wealth management and philanthropic planning. Moneta Group provides comprehensive and objective financial planning and investment management to help clients grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Erin Hadary is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain the personalized attention our clients know and deserve. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.

Moneta was ranked the nation’s second largest fee-only Registered Investment Adviser (RIA) by InvestmentNews in 2019 with more than $20 billion in assets under management (AUM). In the third quarter of 2019, Moneta opens its first expansion office in Cherry Creek, Colorado after 150 years of making St. Louis, Missouri our exclusive home.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Erin Hadary is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    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.

  • Chartered Advisor in Philanthropy® (CAP®)
    Erin Hadary Holds the Chartered Advisor in Philanthropy® (CAP®) Designation

    The Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

  • Financial Planning Association
    Erin Hadary is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Erin Hadary

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Office Locations:

  • 200 Columbine Street
    Suite 200
    Denver, CO 80206
  • By Appointment
    Denver, CO 80212

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