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make a Plan to achieve your dreams 

Implement an investment strategy to build and protect your wealth and your legacy

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Clients trust us to help them navigate life's financial decisions.

Halpern Financial is a fee-only independent Registered Investment Advisory firm offering advisory services and portfolio management to C-suite executives, business owners and high-net worth individuals and their families. For over thirty years, we have been a family office solution for our clients in an effort to help them reach their long-term goals. We were founded with the uncompromising commitment to guiding our clients toward personal and financial success in an unbiased and transparent manner. 

As fiduciaries, we ensure our advice is always objective and we act in our clients' best interests. We are committed to providing a tailored private wealth management experience to each of our clients based on their unique and individual needs. We adhere to a disciplined investment methodology and develop personalized wealth management solutions to help our clients grow and protect their wealth. 

At Halpern Financial, you have access to our team of experts who are dedicated to providing the highest level of client service. They are here to advise you on how to reach success in all areas of your financial life. Our team-based approach allows us to ensure we find the best solution for you and your family so you can enjoy your wealth. 

When you think of wealth management, investments come to mind, but that is only part of what we do for our clients. 


We understand that no two clients are the same. Our process begins with listening to your goals, values and concerns. With thoughtful attention to detail we review, understand and define a long-term strategy tailored to you. We will help you to discover what true wealth looks like for you at each stage of your financial life.


We take a holistic approach to wealth management. Our investment philosophy utilizes the core investment principles of portfolio diversification, risk management, and disciplined long-term investing. Our investment philosophy and process is designed to produce the investment results you need to achieve your life goals and protect your wealth.


We provide guidance at each stage of your financial life. Whether you're focused on legacy planning, charitable giving, business planning or education planning. We are mindful of the priorities that arise at each stage of life and align your plan’s goals and risk tolerance accordingly. Our goal is to help ensure your wealth is properly managed throughout your lifetime and beyond to create a legacy across generations.


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