Halpern Financial, Inc. is an independent, fee-only wealth management firm that acts as a fiduciary for its clients. Founded by Ted Halpern, the firm focuses on providing personalized financial planning and evidence-based investment management for individuals, families, and business owners. Their mission is to help clients achieve their long-term financial goals through a disciplined, transparent, and client-centric approach, free from the conflicts of interest associated with commission-based sales.

Founded in

United States