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100FORTUNEBROKERS
Erin Hadary
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Professional background

Meet Erin.

Erin Hadary helps clients navigate significant financial transitions, including inheritance and the sale of a business. Her work combines investment and planning decisions with the personal questions that can accompany sudden wealth. She also advises on philanthropy and legacy, helping clients connect financial resources with their values and sense of purpose.

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At a glance

Before your first conversation.

Areas of focus
Sudden wealth planning · Financial transitions · Philanthropic planning · Legacy planning
Credentials recorded in sources
MBA, CFP, CAP, CeFT
Investment minimum
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01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

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The listed firm
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Moneta

5 listed professionals

Moneta provides financial planning and family office advice through partner-led teams. Its services address investments, retirement, taxes, estate planning, and charitable goals, with coordination for the needs of families and business owners.

Research before you connect.

Professional sources reviewed 2026-09-16. Location: Her official team contact page identifies the Denver office at 200 Columbine Street, Suite 220; the team also lists a St. Louis office.. Listing does not imply participation, endorsement, or availability for new clients.

Portrait from the linked professional or editorial source. Rights remain with the original owner.

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