A complete list of active advisors currently associated with Haddonfield Financial Planning LLC

Warmer can help you find a great advisor at Haddonfield Financial Planning LLC or one who fits your needs even better.

Haddonfield Financial Planning provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trust and estate beneficiaries, retirement plans, and other institutional clients. The firm delivers ongoing asset management, comprehensive written financial plans, and ad hoc consulting or retainer engagements. The firm generally follows a diversified, long‑term, buy‑and‑hold investment approach and uses strategic asset allocation across ETFs, mutual funds, individual securities, fixed income and annuities. Investment decisions are informed by fundamental and technical analysis as well as micro‑ and macro‑economic review, and the firm manages the majority of client assets on a discretionary basis. A principal of the firm is licensed as an insurance agent, and insurance products (including life insurance and annuities) are explicitly included among its recommendations and planning services — a practice that is less common among similar advisory firms. The three‑advisor firm manages roughly $135 million for about 200 clients and offers multiple engagement formats (ongoing management, fixed‑fee planning, and hourly/retainer consultations), which may be relevant for clients seeking both investment and insurance solutions from a single advisory relationship.

To learn more about the advisors currently working at Haddonfield Financial Planning LLC, 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.