Ted Halpern (AAMS, AWMA, CRPC®, RFC)

Ted Halpern focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Medical Professionals

Planning Specialties

Halpern Financial, Inc. is an independent Registered Investment Advisory firm, founded with the goal of assisting our clients with customized solutions to their investment needs in a transparent manner. We provide wealth management solutions to individuals and their families to enable them to achieve their goals.

Our mission is to empower clients toward financial security and peace of mind.  We accomplish this by assisting our clients in defining, quantifying and prioritizing their objectives and goals for success.  We then help our clients achieve financial success according to these goals by establishing a framework for action and a timeline for achievement.  All of this is accomplished with a tailored professional and comprehensive strategy for success.

In achieving our mission, we conduct our business with specific responsibilities in mind. It is our client’s money we manage. Our clients deserve exceptional service at all levels. We respect all of our client’s wishes while maintaining our investment discipline. We respect our strategic alliances and reward our clients with proven success.

NAPFA Start Date

August 24, 2009


This Office

11 N Washington St #720 Rockville, MD 20850-1737 Phone: (240) 268-1000 Fax: (240) 268-6906

Other Offices

20365 Exchange St Ste 200 Ashburn, VA 20147-5929 Phone: (240) 268-1000