Halpern Financial, Inc.

(240) 268-1000 | Website
11 N. Washington Street, Suite 500, Rockville, MD 20850 | Directions
Hours: None Listed

Tags: Rockville

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About Halpern Financial, Inc.

Halpern Financial, Inc. is an independent, fee-only, Registered Investment Advisory firm based in Rockville, MD. We provide wealth management services to high net worth families and closely-held businesses enabling them to achieve their financial goals. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. Wealth Manager magazine has recognized us in their "Top Wealth Managers" survey in each year they have evaluated fee-only investment advisory firms throughout the country. For each of our clients, our goal is the same, increase net worth and provide financial independence.

Our tailored financial plans aim to:
Minimize investment costs
Minimize downsize risk
Maximize tax efficiency
Promote client education
Improve the probability for investment success through the use of institutional asset class models

Toll-free number: 877-268-1200
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