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Halpern Financial, Inc.
       
 
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Halpern Financial, Inc.
 
 
Mission statement: 

Our mission is to help our clients achieve financial success measured by their own objectives. We accomplish this by assisting them in defining, quantifying and prioritizing their goals.  With an established framework in place, and a timeline for achievement, we tailor a professional and comprehensive strategy to empower clients toward financial security and peace of mind.

In achieving our mission, we conduct our business with specific responsibilities in mind. It is our client’s money we manage. Our clients deserve exceptional service at all levels. We respect all of our client’s wishes while maintaining our investment discipline. We respect our strategic alliances and reward our clients with proven success.
Profile: 

Halpern Financial, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We  provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.  Wealth Manager magazine has recognized us in their "Top Wealth Managers" survey in each year they have evaluated investment advisory firms throughout the country.  For each of our clients we strive to help create financial stability and security to provide financial independence.
Minimum Investable Assets:  $0.5 million
Net Worth of largest client:  $18 million
Asset Under Management:  $115 million


 
 
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