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.

Your Advisor

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

Get in Touch

Blogs

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different. Retirement has evolved from a brief final chapter into something much larger—a stage of life that may span decades and offer more choices than ever before. When Retirement Was Shorter...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...