Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm, 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.
We have earned a reputation for excellence in our industry and have been repeatedly recognized among the nation's top wealth advisors by various national publications*. 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. Our team approach employs independently certified professionals with advanced designations who are genuinely 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.