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Halpern Financial

About Halpern Financial

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.

Min project size

50,000+

Hourly rate

50 / hr

Employees

10

Locations

United States

Year founded

Founded 1991

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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