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Check Out Halpern Financial in the Trifecta of DC Magazines! Thumbnail

Check Out Halpern Financial in the Trifecta of DC Magazines!

Extra extra! Read all about Halpern Financial in the January issues of Bethesda Magazine and Washingtonian Magazine. We have been recognized as a top fee-only wealth advisor in both publications this month.

This year is Melissa Sotudeh's first year being recognized by Washingtonian! Find us on page 157.

Don't miss our full-page feature in Bethesda magazine, showcasing what makes the Halpern Financial client experience so unique: the capacity of a large firm with the personal touch of our expert team.

We were also named a top wealth advisor by Northern Virginia Magazine this fall.

There are a number of contests and recognitions we are asked to participate in each year, but we value these ones in particular because the winner is determined by a vote of our professional peers, who know and understand our business. Many "top advisor" lists are based merely on how big the firm is in terms of assets, which may not have any relation to the quality of their service, or how happy their clients are. Other types of "top advisor awards" are simply advertising accolades any snake oil salesman can buy! 

We are proud to be recognized on our merits: a fiduciary standard of care for our clients, transparency at every level, and an efficient, custom path to markets and our clients' individual goals. We encourage you to check us out on your local newsstand if you are in the D.C. region!


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.