Haddon Weath Management | Financial Advisor in Haddonfield ,NJ

14 Kings Highway West
Suite 105
Haddonfield, NJ 08033
Phone: (856) 528-4526

Trust, Experience, Transparency


About

We are a full service, fee-only, independent financial planning and investment management firm offering customized planning and investment strategies.

25+ Years of Experience



General Information
Firm Start Year:   2015
No.of Employees:   1
States Licensed in:   NJ
Number of Years with Current Firm:   3
Work Experience:   25+ years in the financial advisory business
I work with the following types of clients:   Non-Profit Organizations , Individual Investors


Services
Investment Types:   Stocks , Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home , Video Conference


Qualifications & Memberships
Financial Organization Memberships:   National Association of Estate Planners & Councils (NAEPC) , Financial Planning Association (FPA)


Firm Information
Advisor's Number of Clients:   25


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $1
Compensation Methods:   Flat Fee , Based on Assets
Fee % Based on Assets:   0.25-1.00
Minimum Fee Charged for Managed Accounts:   $1
Minimum Fee Charged for Hourly Planning Accounts:   $1


Education
Bachelor of Science, Bus Admin - Finance - Finance  West Virginia University - Morgantown, WV
Aug 1981-Dec 1985



FAQs

  • Do you have a customer satisfaction or refund policy? Yes, you can fire me at any time for any reason. refunds are provided if there is any work that has been charged for but not provided. I have never had to refund a client.
  • What are your qualifications? What is your education background? I have been a Certified Financial Planner (CFP) since 2003. I have provided financial planning and investment management in various forms for over 25 years. I obtained a Bachelors degree in Finance way back in 1985.
  • What is your approach to financial planning? I follow the Certified Financial Planner Board's Financial Planning Practice Standards, which is a six step process. In the end, I ensure that action is taken on the planning recommendations so as to improve your financial affairs.
  • What services do you offer? Investment Management and Financial Planning which covers detailed retirement planning, estate planning, education planning and any other topics pertinent to a clients situation.
  • How many clients do you currently manage? Approximately 25
see more
Greg Hart, CFP

Greg Hart, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


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 throughout the Delaware Valley as well as 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. The planning element often includes: a combined investment and retirement plan along with a year by year cash flow analysis, tax-minimization estate planning, social security decision analysis, education planning, and much more.

My Services


Financial Advice & Consulting

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. The planning element often includes: a combined investment and retirement plan along with a year by year cash flow analysis, tax-minimization estate planning, social security decision analysis, education planning, and much more.

Communities Served

Abington Ambler
Ardmore Atco
Berlin Berwyn
Beverly Blue Bell
Bridgeport Bryn Athyn
Bryn Mawr Burlington
Cherry Hill Clarksboro
Clayton Clementon
Clifton Heights Columbus
Conshohocken Croydon
Crum Lynne Darby
Devon Drexel Hill
Elkins Park Elmer
Essington Fairless Hills
Feasterville Trevose Florence
Flourtown Folcroft
Folsom Fort Washington
Franklinville Gibbsboro
Gibbstown Gladwyne
Glassboro Grenloch
Gwynedd Gwynedd Valley
Hainesport Hammonton
Harrisonville Haverford
Huntingdon Valley Jenkintown
Jobstown Juliustown
King Of Prussia Lafayette Hill
Langhorne Lansdowne
Levittown Lumberton
Malaga Mantua
Maple Shade Marcus Hook
Marlton Medford
Media Merchantville
Merion Station Mickleton
Monroeville Moorestown
Morrisville Morton
Mount Holly Mount Laurel
Mount Royal Mullica Hill
Narberth National Park
New Lisbon Newfield
Newtown Square Norristown
North Wales Pedricktown
Pemberton Philadelphia
Pitman Rancocas
Richboro Richwood
Riverside Riverton
Sewell Sharon Hill
Sicklerville Somerdale
Southampton Springfield
Stratford Swarthmore
Swedesboro Thorofare
Upper Darby Villanova
Vincentown Voorhees
Wallingford Warminster
Warrington Waterford Works
Wayne Wenonah
West Berlin Westville
Williamstown Willow Grove
Winslow Woodbury
Woodbury Heights Woodstown
Wynnewood Haddonfield