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Halpern Financial Named a Top 10 Financial Advisor in D.C., Maryland and Virginia Region

In the media

We are pleased to announce that AdvisoryHQ has named Halpern Financial, Inc. a top 10 advisor in the Washington D.C., Maryland and Virginia area.

AdvisoryHQ rates financial advisors differently than many other lists that focus on firm size and amount of revenue. Unfortunately these factors may or may not correlate to quality of service and advice. AdvisoryHQ puts together their ranking based on client-centric factors including: fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, team excellence, and wealth of experience. Their analysis is objective and firms do not pay for their ranking.

Halpern Financial is proud to be recognized for the fiduciary qualities we have cultivated over two decades serving our clients—and that we will continue to practice years into the future.

Below is a part of AdvisorHQ’s analysis of Halpern Financial. An expanded version may be found on their website.

From the AdvisorHQ website:

As a fee-only Virginia and Maryland financial advisor with a fiduciary commitment, Halpern Financial provides the golden standard in trustworthy, ethical wealth management.

This foundation is further strengthened by the firm’s commitment to maintaining membership in leading professional organizations, providing a system of checks and balances for ethical conduct.

With an impressive range of services, a fiduciary foundation, and a personable, knowledgeable team, Halpern Financial is one of the best financial advisors in Washington D.C., Maryland, and Virginia to consider partnering with this year.  

View more recent Halpern Financial accolades


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.Please Note: Halpern Financial, Inc.does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Halpern Financial, Inc.’sweb site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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