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Published profile
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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Open the preparation guideProfessional details
- Published practice focus
- Sudden wealth planning
- Credentials in source
- MBA, CFP, CAP, CeFT
- Minimum relationship
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- Fees
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Sources & record context
Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
- monetagroup.com/professional/erin-hadary
- team.monetagroup.com/team/hadary/
- team.monetagroup.com/team/hadary/contact/
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Other published profiles at the same firm or in Colorado.
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