Hadary Financial Group to Become First to Merge into Moneta for Scale, Sustainability

Hadary Financial Group will partner with $18.5B (AUM) Moneta to gain the advantage of large-scale resources and support while maintaining entrepreneurial independence

DENVER, Oct. 3 When rapid growth created the need for scalability, infrastructure and a long-term succession plan, Hadary Financial Group chose Moneta as its solution.

Hadary Financial Group is now in the final stages of becoming the first RIA to merge into Moneta, the wealth management firm InvestmentNews ranked as the nation’s second largest fee-only Registered Investment Adviser (RIA) in 2018 with more than $20 billion in assets under management (AUM).

We are proud of the growth and success we have achieved since starting our firm in 2015, said Hadary Financial Group’s Founder and Senior Wealth Planner, Lynn Hadary. As we grew, we began searching for a solution that gave us the advantage of large-scale resources without sacrificing the personalized attention and service our clients deserve. Joining Moneta will give us the best of both those worlds.

Hadary Financial Group’s current space at 1624 Market St. in LoDo, Denver will be maintained as another Moneta location when the transition of Hadary Financial Group to the Hadary Team with Moneta is finalized.

“Moneta and Hadary are culturally aligned in providing comprehensive financial advice that is client-first and fee-only,” said Moneta’s Managing Partner and Chairman of the Board, Eric Kittner. “By partnering with Moneta, Hadary will access the resources and support they needed to continue offering exceptional service to their growing number of clients without giving up independence. At Moneta, they’ll benefit from our scale and infrastructure while keeping autonomy within their team.”

Moneta plans to build its new presence in Denver even further by hiring additional local advisors and partnering with other culturally aligned firms in the area. Moneta also plans to launch additional expansion markets in other cities during the coming years.

“At Moneta, our culture is to invest in our processes, our people and our technology to ensure the best possible client experience,” Moneta President and COO Keith Bowles said. “Growing our business beyond the St. Louis market allows us to make these investments to ensure we continue to provide a level of service that our clients can’t find anywhere else.”

“We’re looking for other like-minded firms who share our value for providing independent, comprehensive, fee-only financial advice,” Kittner said. “Partnering with Moneta will allow them to meaningfully grow their business and serve their clients for generations to come.”


Moneta financial advisors empower successful individuals, families and organizations to navigate life’s path and protect what they cherish. Barron’s ranked Moneta Top 5 among the nation’s RIAs in both 2018 and 2019 for its combination of quality and scale. The firm for the way it invests in and takes care of employees: In 2019, InvestmentNews ranked Moneta among the nation’s Best Places to Work for Financial Advisers for the second straight year, the St. Louis Post-Dispatch ranked Moneta among its Top Workplaces for the sixth-straight year and the St. Louis Business Journal named Moneta as one of its Best Places to Work for a fifth-straight year.

Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.


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