Who we are

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The Hadary team gives you boutique firm service, backed by the resources of a large scale partnership. Our shared expertise, ideas and experience can be your advantage.

We help successful people secure their current financial wealth and plan for the future they imagine. Moneta is an independent, fee-only registered investment advisor (RIA). We are fiduciaries–always. Many firms are dually registered, so while they may say they are fiduciaries, being “fee only” is the determining factor

With 100% partner ownership, we are not influenced by outside private equity or shareholders with their own agendas.

We don’t receive any type of compensation for the investment products we recommend–ever. You know that your best interest is always first.

We act as your fiduciary–always. Others may be dually registered and while they can say they are a “fiduciary,” aren’t always.

Meet our Team

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