Ted HalpernCRD Number: 2152322
Current Firm: Halpern Financial, Inc.
Compensation Model: Fee Only
Ted Halpern (CRD# 2152322) is the Founder and President of Halpern Financial, a fee-only, independent, fiduciary wealth management firm serving clients nationwide from our offices in the Washington, D.C. area.
Ted is directly involved in developing and implementing wealth management strategies for affluent families and closely held businesses. He serves as Director of the firm's Investment Research Team and oversees the asset allocation process. Ted believes in educating our clients toward a logical path of wealth accumulation. Since establishing Halpern Financial in 1991 he has drawn his inspiration from motivating clients to achieve their financial goals.
Ted holds a degree in Finance from the University of Maryland. He is an SEC Registered Investment Advisor, a NAPFA-Registered Financial Advisor, an Accredited Asset Management Specialist (AAMS), a Chartered Retirement Planning Counselor (CRPC), an Accredited Wealth Management Advisor (AWMA) and a Registered Financial Consultant (RFC). He is a member of the Financial Planning Association, the International Association of Registered Financial Consultants and the National Association of Personal Financial Advisors (NAPFA).
In 2019, Ted Halpern earned the AIF® designation. Attainment of the AIF designation demonstrates understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Ted is a dedicated husband and father. He and his wife Bethe live in Leesburg with their twins Jack and Lauren and their dog Einstein.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|Halpern Financial, Inc.||Ashburn, VA||May 1993 - Current||27|
|Ifocus Financial, LLC||Mclean, VA||Dec 2010 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
Total Assets Under Management555MILLIONS
Total Number of Accounts863ACCOUNTS
Average Account Value$642,665
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, DC, FL, GA, LA, MD, NC, NH, NJ, NY, PA, TX, VA
Halpern Financial, Inc. (“Company”) is an SEC registered investment adviser located in Ashburn, Virginia. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’sbusiness operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).
Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’sweb site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.
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