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Hanging a Shingle

Get to know us

Lots of changes this summer at Halpern Financial! New employees, a new blog, and not least, a new sign at our Virginia office.

Throughout the day, that sign sees a lot of life in the Loudoun One plaza below, from kids splashing in the fountain to families enjoying a night at the movies. It sees the dentists across the way on their lunch break and old friends catching up over drinks in the evening.

It quietly observes the day-to-day hustle and bustle while letting the world know that Halpern Financial is here. Life happens and our door is open, whether that means helping a business owner set up retirement plans for her employees, or helping parents plan for the next generation.



We’re here when you need us, and now you can find insights from Halpern Financial wherever it’s most convenient for you—whether that’s our Virginia office, our Maryland office, or online.

In this blog we look forward to keeping you updated! You can expect company news, ranging from our Portfolio Manager being quoted in the Wall Street Journal to the Halpern perspective on market events and other issues that affect the long-term investors we serve. And we’ll be having some fun along the way with columns on client adventures and recommendations.

 

We can’t wait to get this rolling! For regular updates, connect with us on LinkedIn or sign up to receive blog posts in your email.

 

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.


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