A complete list of active advisors currently associated with HaberKorn Financial Services, Inc.

Warmer can help you find a great advisor at HaberKorn Financial Services, Inc. or one who fits your needs even better.

Haberkorn Financial Services, Inc. provides portfolio management and related advisory services to individuals (including both high-net-worth and non-high-net-worth clients), charitable organizations, corporations and other business entities, and trusts, and reported managing approximately $28.5 million in client assets as of December 31, 2024. The firm also offers accounting, tax and business-management services through its principal, who is a licensed Certified Public Accountant. The firm’s investment approach emphasizes strategic asset allocation and diversification, with a preference for passive exposure via mutual funds and exchange-traded funds, periodic rebalancing, and consideration of tax effects; accounts are reviewed at least quarterly and may be managed on a discretionary or non-discretionary basis. Typical portfolio implementation favors long-term holdings and broad diversification, and the firm generally executes client transactions separately rather than aggregating block trades. What distinguishes the firm is the combination of an active accounting/tax practice with investment advisory services and its operation as a single-shareholder, small advisory practice that serves both corporate/business clients and a mix of high-net-worth and non-high-net-worth individuals. The firm does not serve as a private fund adviser and, as a matter of policy, generally leaves proxy voting and related corporate actions to clients unless asked to assist.

To learn more about the advisors currently working at HaberKorn Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.