I founded Halpern Financial on the values of integrity, objectivity, transparency and fiduciary responsibility. To that end, our team focuses on the financial needs of our clients in a manner that eliminates commissions and reduces investment expenses to institutional levels. Our goal is to partner with our clients to build a disciplined, yet flexible strategy to navigate through life’s events, and to be a financial advocate at every stage of the journey.
Financial education is a crucial part of this journey. I look forward to helping you become better informed and more confident about making financial decisions.
Halpern Financial has offices in Rockville, MD and Ashburn, VA. I live near the Virginia office with my wife Bethe, our twins Jack and Lauren, and our dog Einstein.