The Hadary Team
Are you in a financial transition?
We specialize in personal and professional financial transitions.
Wealth management from a top firm in the Denver area.
Moneta’s Denver office was featured on Advisory HQ’s 2022-2023 list of 11 Best Financial Advisors in Denver, Colorado Springs, and Boulder, CO. Read the article here.
The CFP® Difference
As a CERTIFIED FINANCIAL PLANNER®, you can have trust and confidence that our service and advice to you meets the highest standards in our line of work.
Independent
We only answer to our clients without any private equity investors or shareholders pulling us in a different direction. That ensures our advice and service are always client-first. Our goal is to help you accomplish yours. We are your advocate.
Objective
Moneta is a fee-only Registered Investment Advisory (RIA) firm. Our business model is not predicated on selling you on proprietary financial products or insurance. By charging flat or percentage-based fees based on a client’s net worth and financial complexity, our advice is never driven by sales commissions. We partner with you to do what is best for you.
Comprehensive
We have both the resources and expertise to offer and execute solutions on all financial fronts. Financial planning is more than investing, and it is also more than asset preservation. All aspects of your financial life are interwoven to some degree. To optimize your decision-making and effectively plan to make your dreams a reality, we use a comprehensive approach that takes into account your entire financial picture.
“It’s so rewarding to see people’s goals come to fruition,” says Hadary, who views what she does as going beyond investing and retirement planning. She draws on tenets of behavioral finance and sometimes dips into therapy and marriage counseling. “I start by listening and ask them what their story is about money.”
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Our clients have always been our top priority, and it shows
Barron’s has ranked Moneta in the Top 10 among the nation’s independent RIAs from 2018-2021 for its combination of quality and scale. Attracting, retaining and empowering best talent draws the best clients.
We consistently earn praise for the way we invest in and take care of employees: In 2021, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” for the third time and USA’s “Top Workplaces” for third year in a row. Locally, the St. Louis Business Journal has named Moneta among its “Top Workplaces” for the last eight years.
