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Hapanowicz

EST. AUM
$622,317,239

CONTACTS
8

CLIENT ACCOUNTS
1,016

Firm Details

Metro area Pittsburgh
CRD Number 157523
Website hapfinancial.com
Client types

Overview

Hapanowicz is an independent Registered Investment Advisor offering investment and financial planning services with a focus on tax efficiency. The firm operates under a fiduciary standard, ensuring it is compensated exclusively by clients and is not influenced by external products or strategies. Hapanowicz emphasizes transparency in its client relationships and aims to support clients in managing their financial and personal goals.

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Address

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

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