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