Who we are

Independent, Fee-only fiduciaries.

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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

Independent

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

Fee Only

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

100% Fiduciaries

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

Big firm resources. Personalized Attention.

Our team operates independently, giving you a boutique firm experience, but we also work alongside each other, sharing expertise, ideas and experience to better serve clients. As a $32 billion firm, our entrepreneurial spirit is strong. Our institutional knowledge is empowering. We share a common vision and the resources to help you navigate your life’s path.

With the Hadary team, you can expect exceptional personal attention, access to in-house expertise and a proven track record of real-world solutions. 

Investments

Estate Planning

Tax Planning

Bookkeeping

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