Investment advisor & CFP™

Some people want to save enough to retire and pay for their children’s education, while others envision a vacation home on the beach. Whatever your dreams, consider an advisor who will listen closely, understand them, and deliver a plan to meet their unique goals.

Home » Teams » The Hadary Team » What we do » Investment Advisors and Certified Financial Planners

We take time to meet and get to know each of our clients. Then we develop a personal financial plan and an investment strategy that works just for them. 

But there’s more. Once we put a plan into action, our top priority is providing the highest level of personal service. Our clients often want a financial advisor who can quickly respond to their needs. They don’t want to wait months to review their financial status; they need someone who is nimble and can help now. The Hadary Team is only a phone call away.  

We operate on a fee-only payment structure without any hidden costs.  Our financial planners are bound ethically and legally to put your interests first above the firm’s interests. 

Moneta is a national fiduciary investment advisor with an active license as a Registered Investment Advisor (RIA). We had over $30 billion in assets under management as of December 31, 2022. We’re devoted to providing an exceptional client experience. Experience the Moneta difference by scheduling an initial complimentary consultation with our team. 

Moneta Group is a fee-only wealth management firm offering large-scale resources combined with personalized attention. Our advisors help establish customized financial plans for high-net-worth individuals and families. We work to provide top-quality, personal service at all stages of life. 

We’re devoted to providing an exceptional client experience. Experience the Moneta difference by scheduling an initial complimentary consultation with our team.