Ted S. Halpern
Ted S. Halpern

Halpern Financial Inc

Fee Only Financial Planner Located in Ashburn, VA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

20365 Exchange Street
Suite 200
Ashburn, VA 20147

401 N. Washington Street
Suite 330
Rockville, MD 20850

Ted Halpern is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

As Founder and President of Halpern Financial Inc., 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).