There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Our services include:
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.
Our Fees
We are a “fee-only” registered investment advisory firm. That means we are only compensated by either 1) a flat fee for financial planning services and/or 2) a percentage-based fee which is based on the amount of assets we are managing for you.
Strategic Alliances
With almost 25 years of working in the Delaware Valley providing financial advisory services to our clients, we have many strategic alliances with attorneys, accountants, insurance professionals, and bankers.
