An independent, fee-only, fiduciary firm, delivering prudent investment management, comprehensive financial planning, and goal-focused estate planning expertise. We build and manage investment portfolios using sophisticated modeling and implement strategies that are meant to provide steady returns and avoid severe volatility.
Financial planning involves more than just investment management. Do you have everything you need to reduce risk, minimize taxes and protect your assets against the unexpected? We know that the best estate plan is one that is clear, all encompassing, and works in today's ever changing tax laws. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Financial planning involves more than just investment management. Do you have everything you need to reduce risk, minimize taxes and protect your assets against the unexpected? We know that the best estate plan is one that is clear, all encompassing, and works in today's ever changing tax laws. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Services
Haddon Wealth Management is unique in that we eschew the typical Wall Street firms or big banks with their ever-increasing fees and promises of a comprehensive financial advisory experience. The big firms are missing what we deliver and that is a personalized, all-encompassing, deeply vetted financial-advice experience customized for your unique situation.
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. We build and manage investment portfolios using sophisticated modeling and implement strategies that are meant to provide steady returns and avoid severe volatility.
Gregory M. Hart, CFP is the founder and managing director of Haddon Wealth Management, LLC, a registered investment advisory firm that provides comprehensive wealth management for clients nationwide. Greg delivers advice to his clients on various financial matters; but, in particular, he provides investment management and comprehensive financial and estate planning on a fee-only (no commission) advisory basis.
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. We build and manage investment portfolios using sophisticated modeling and implement strategies that are meant to provide steady returns and avoid severe volatility.
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. Please be assured that all information that you provide will be kept strictly confidential.
During the financial planning engagement, we may, on occasion, be required to consult with other third-party professionals at which time we will obtain your permission to disclose your personal information.Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
During the financial planning engagement, we may, on occasion, be required to consult with other third-party professionals at which time we will obtain your permission to disclose your personal information.Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
Reviews (1)
Tammy Hawkins
Aug 03, 2018
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At Haddon Wealth Management, an investment advisory firm in New Jersey, you can expect to work with a financial advisor who is committed to giving sound financial advice and who implements a financial plan that you can have confidence in. Seeking to provide customized financial solutions that meet families’ needs, Greg Hart, founder of this firm, offers a comprehensive menu of services which gives his clients confidence that their wealth is in good hands.
