About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 

Our Services

 

Investment Management

When it comes to Investment Management, there are many ways to achieve your investment objectives. There is no one way to get there. We believe investment success comes from implementing solid fundamental investment principals in a disciplined fashion.
 

Comprehensive Financial Planning

As a Certified Financial Planner™, CFP®, we follow the ethics and code of conduct of the Certified Financial Planning program by walking our clients through the CFP Board’s standards of conduct and planning.
 

Estate Planning

At Haddon Wealth Management, we are always thinking of your and your family’s future. We have personally experienced the pain and sudden loss of loved ones. We know that the best estate plan is one that is clear, all encompassing, and works in today’s ever changing tax laws.
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Your Advisor

We manage assets for individuals and families, providing investment management, and financial planning services.

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Blogs

What to Do With Your Next Dollar: A Financial Order of Operations

Gregory Hart |
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...

Longevity in Retirement & What You Should Know

Gregory Hart |
Categories
Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...

Trump Accounts: What Parents and Grandparents Should Know

Gregory Hart |
Categories
Education
Savings
Family
Tax Planning
Finance
Investments
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out whether any of it matters for their family, the noise has gotten in the way of the signal. What These Accounts Actually Are Section 530A accounts (Trump Accounts) officially launched on July...