facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
2023 Washingtonian Top Financial Advisors Thumbnail

2023 Washingtonian Top Financial Advisors

We're thrilled to share some fantastic news from Halpern Financial! Our very own Ted Halpern, Melissa Sotudeh, and Dan Trumbower have been named 2023 Washingtonian Top Financial Advisers. This prestigious recognition is a testament to their unwavering commitment to providing exceptional wealth management services.

 The Rigorous Selection Process:The Washingtonian's selection for the Top Financial Adviser list is a comprehensive process. It involves surveys distributed to hundreds within the local financial industry, asking whom they would trust with their own finances. Additionally, extensive research and consultations with industry experts help identify advisers who receive the strongest endorsements.

 Why It Matters

This honor highlights our team's dedication to excellence in financial planning, investment strategy, and client service. Most of the advisers recognized are from smaller, independent firms, emphasizing the personalized and high-quality service they provide.

 Our Commitment to You

Being named to this list reinforces our commitment to our clients. At Halpern Financial, we prioritize your financial success and work tirelessly to maintain our standing as a top wealth management firm.

 Congratulations to Our Team

We're proud of Ted, Melissa, and Dan for achieving this accolade. Their expertise and client-focused approach truly set them apart.

 Learn More

For more information on how the Washingtonian selects its top advisers: https://www.washingtonian.com/best/financial-advisers/