We're pleased to announce that Halpern Financial has been recognized as one of the top ranked wealth management firms in the Tri-State area (D.C., Maryland, & Virginia) for 2020-2021.
Criteria used to rank firms included "fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience".
AdvisoryHQ states some of the key factors to HFI's top ranking were that we are "A firm that can handle multiple different financial needs, offers convenience, and ensures a holistic strategy is taken with several financial areas of life. Halpern Financial offers value through an impressive selection of wealth management services, all designed to work in unison towards reaching your goals."
Read the full review by clicking below.