While everyone’s destination is different, Halpern Financial has the expertise and tools to chart the path to your individual goals. Our specialty is providing unbiased advice for the large and small financial decisions faced by high net worth individuals and families.
We are a fiduciary financial advisor. That means we always put our clients’ best interest first, and we work to optimize the path to your financial future.
That’s why we are:
We receive no compensation from any product provider or transaction. Rather, we charge on a “fee-only” basis (a percentage of assets managed). We are paid solely by our clients to give advice and manage their portfolio.
We have no affiliation with any bank, broker, or insurer, and we avoid all commissions and conflicts of interest. Our loyalty is firmly to our clients.
A Registered Investment Advisor
We are subject to regulatory standards set by the U.S. Securities and Exchange Commission.
Our clients benefit from the same exclusive access and cost savings as institutional investors. This access is typically not available to individual investors.
Great Listeners and Explainers
Our clients share their financial hopes, dreams, and fears with us. They trust us not only to handle the financial complexities of their lives, but also to understand what is important to them and provide guidance on the path to achieve financial goals.
Our independence allows total transparency about our offering. You wouldn’t hire any other professional without understanding what you get in exchange for the cost. Why should financial advice be different?