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As Featured In

Recognized Throughout the Industry

Halpern Financial has earned a reputation for excellence in the Wealth Management Industry. We are honored to receive several national and local accolades that demonstrate our commitment to providing the highest level of service to our clients.

We have been repeatedly recognized as a top Wealth Advisor by Washingtonian, NorthernVirginia Magazine and others. These publications rank advisors by a vote of their peers (Washingtonian and Northern Virginia Magazine) or by a number of objective, client-centric benchmarks (Financial Times 300 Top Advisors, Financial Advisor Magazine, Washington Business Journal, investor.com). We are thankful for the recognition to be named one of the premier Financial Advisors in the Washington, D.C. area.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or Halpern Financial, Inc. is engaged, or continues to be engaged, to provide investment advisory services. No compensation was paid, directly or indirectly, by either the investment professional or Halpern Financial, Inc to receive, use or post the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the Halpern Financial, Inc.  ANY QUESTIONS: Halpern Financial, Inc’s Chief Compliance Officer, Melissa Sotudeh, remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Awards Disclosures