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Best of the Best Per FA Magazine's 2024 America's Top RIAs List
We are excited to continue setting industry standards and helping our clients achieve their financial aspirations!
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We are excited to continue setting industry standards and helping our clients achieve their financial aspirations!
Our consistent presence on this list highlights our enduring commitment to excellence and leadership in the wealth management industry within the metro area.
"Executives have unique benefits. Learn how to leverage 401(k)s, stock options, HSAs, and more to build a secure retirement." -TheStreet
This accolade reflects her commitment to enhancing financial strategies and client outcomes at Halpern Financial, where she continues to drive innovation and excellence.
Celebrate with us as we acknowledge Ted’s significant contribution to the financial sector and our community.
This honor is particularly special as it reflects the high esteem in which they are held by their peers in the financial industry.
This prestigious accolade, based on the votes of discerning readers in the DMV area, is a testament to our dedication, excellence, and contribution to the community.
Ted's inclusion is a testament to his unwavering dedication to our clients, commitment to our local community, and leadership within the financial sector.
We're excited to share that our own Melissa Sotudeh has been named to the InvestmentNews "Best in Wealth" list for 2024, celebrating her as one of the top financial advisors in the nation!
Even highly paid executives need a good plan to maximize their earnings and navigate the complexities of executive compensation packages. Here's an action plan by our expert, Dan Trumbower, for executives to get the most this year and into the future.
"Dan Trumbower, a wealth advisor specializing in Incentive Stock Options, or ISOs, has seen it all when it comes to ISO-related pitfalls." -TheStreet
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.