BACKGROUND & PLANNING FOCUS
Get to know 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.
- Reported firm
- Moneta
- CRD number
- Not listed in this profile
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
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Know where the information comes from.
Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
Her official team contact page identifies the Denver office at 200 Columbine Street, Suite 220; the team also lists a St. Louis office.
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