Halpern Financial, Inc.

EST. AUM
$1,098,485,138

CONTACTS
3

CLIENT ACCOUNTS
1,332

Firm Details

Metro area Washington, DC
CRD Number 108822
Website mai.capital
Client types

Overview

Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm, founded with the uncompromising commitment to guiding clients toward personal and financial success in an unbiased and transparent manner. The firm adheres to a disciplined investment methodology and develops personalized wealth management solutions to accumulate and protect the wealth of its clients. For each client, the firm strives to create financial stability and security, putting clients in control of their financial lives. The firm has earned a reputation for excellence in its industry and has been repeatedly recognized among the nation's top wealth advisors by various national publications. As a NAPFA-Registered Financial Advisor, the firm adheres to the industry's most demanding practice requirements and meets NAPFA's (National Association of Personal Financial Advisors) rigorous standards. Its team approach employs independently certified advisors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Halpern Financial, Inc.

Platform Details

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