Welcome to Halpern Financial

Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm. We were founded with the uncompromising commitment to guiding our clients toward personal and financial success in an unbiased and transparent manner. We adhere to a disciplined investment methodology and develop personalized wealth management solutions to accumulate and protect the wealth of our clients. For each of our clients we strive to create financial stability and security, putting clients in control of their financial lives.

Our Commitment

As a fee-only investment advisor, Halpern Financial is committed to providing financial guidance consistent with our fiduciary duty. We are committed to the highest ethical and professional standards, and to surpassing our clients' expectations for personalized service.

In our eyes, commitment extends beyond a fiduciary duty, quality advice, and client service. We want to help ensure your wealth  is properly managed throughout your lifetime and beyond to become a legacy across generations.

Fiduciary Oath

Following our Fiduciary Oath means we shall: 

  • Always act in our clients' best interest with good faith and candor.
  • Be proactive in disclosing any conflicts of interest that may impact a client.
  • Be completely transparent about our fee structure.
  • Not receive compensation contingent upon the purchase or sale of a financial product.

Excellence in the Industry

Our team approach employs independently certified professionals with advanced designations who are dedicated to the highest level of client service. We add value to the client relationship by ensuring objectivity through our fee-only business model, coordinating with your professional team, utilizing lower-cost institutional investments, and employing tax efficient strategies for client portfolios. As a NAPFA-Registered Financial Advisor, we adhere to the industry's most demanding practice requirements and meet NAPFA's (National Association of Personal Financial Advisors) rigorous standards. 



Voted a Top Fee-Only Financial Advisor for 2016


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