Erin Hadary
Certified Financial Planner TM · Certified Financial Transitionist (R) · Charter Advisor of Philantrophy
Virtual
In-Person
Specialties
About Me
If you seek clarity and confidence during pivotal financial moments, let's talk.
As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL TRANSITIONIST®, I guide individuals and families through the financial and emotional complexities of major life transitions, such as the sale of a business, inheritance, divorce, or retirement. With expertise in personal financial planning, investment portfolio management, and philanthropic strategy, I help clients align their wealth with their values and long-term goals. I also have extensive experience in investor relations and capital development for nonprofit organizations. As a Partner at Moneta, one of the nation’s top-ranked fee-only wealth management firms, I serve clients with integrity, transparency, and a fiduciary commitment. I have contributed to Moneta’s impact through service on the Moneta Charitable Foundation Board and held leadership roles with Colorado’s Resource Central (former Chairwoman) and the Community First Advisory Board for Denver Metro.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Certified Financial Planner TM, Certified Financial Transitionist (R), Charter Advisor of Philantrophy
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Moneta Group Investment Advisors, LLC (“Moneta”), is an investment adviser registered with the Securities and Exchange Commission (“SEC”). To view the disclosure documents that outline Moneta and its business, please click on the link below to access the Moneta Disclosure Brochure (Form ADV2A) and Client Relationship Summary (Form CRS). Moneta Form CRS and Disclosure Brochure Moneta only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Past performance is no guarantee of future results. For additional information about our business, please see the additional resources below: Terms of Use Privacy Policy Client Relationship Summary Rankings, Awards, and Lists