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Halpern Financial is proud to announce we have once again been included as one of the top Registered Investment Advisory firms this year on the list compiled by Financial Advisor Magazine.
"As a busy executive, you may be overwhelmed by several types of compensation and investment options. Our expert breaks it down so you can make the most of your money." -TheStreet
Halpern Financial has been named to the 2023 list of the Top 20 Largest Wealth Management Firms in Greater D.C. by the Washington Business Journal.
Congratulations to Our 2023 Five Star Wealth Manager Award Winner, Dan Trumbower.
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
Join us in congratulating our Director of Advisory Services, Melissa Sotudeh, for her recognition in AdvisorHub's 2023 Advisors to Watch list!
Ted says it's important to make sure all your debt is manageable. Click to read the full article and find out more.
"It's important for executives to carefully manage any company stock awards. Our expert gives helpful tips to understand the options and make the best choices." -TheStreet
MarketWatch's "The Advicer" column asked, "My friend has a trust administered by his family’s long-time financial adviser, but he is ‘questioning his financial adviser’s motives.’ What's his move?" Check out the article to find out Ted's answer.
“We developed the RIA Edge 100 to recognize the firms that are among the most successful in the business—while also growing in the right ways. These are the firms that are continuing to put clients first, while they invest in their businesses and their people as they navigate through a period of incredible growth.”
Join us in congratulating our Founder and President, Ted Halpern, for his induction into the Washingtonian Magazine Top Wealth Adviser Hall of Fame 2023!
Melissa weighs in on some ideas for personal finance gifts for this time of year.