NAPFA: The National Association of Personal Financial Advisors

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Halpern Financial Inc

This Office:

401 N Washington St Ste 330
Rockville, MD 20850-1737
Phone: (240) 268-1000

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Ted S. Halpern

(AAMS, AWMA, CRPC, RFC)

This advisor specializes in the following areas of expertise:

  • Advising Medical Professionals
  • High Net Worth Client Needs
  • Planning Issues for Business Owners

Planning Specialties

Halpern Financial, Inc. is an independent Registered Investment Advisory firm, founded with the goal of assisting our clients with customized solutions to their investment needs in a transparent manner. We provide wealth management solutions to individuals and their families to enable them to achieve their goals.
 

Our mission is to empower clients toward financial security and peace of mind.  We accomplish this by assisting our clients in defining, quantifying and prioritizing their objectives and goals for success.  We then help our clients achieve financial success according to these goals by establishing a framework for action and a timeline for achievement.  All of this is accomplished with a tailored professional and comprehensive strategy for success.

In achieving our mission, we conduct our business with specific responsibilities in mind. It is our client’s money we manage. Our clients deserve exceptional service at all levels. We respect all of our client’s wishes while maintaining our investment discipline. We respect our strategic alliances and reward our clients with proven success.

NAPFA Start Date

August 24, 2009

Industry Start Date

November 01, 1992