A complete list of active advisors currently associated with Hapanowicz Financial

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

Hapanowicz Financial serves individual and high‑net‑worth clients as well as retirement plan sponsors and plan participants, offering comprehensive financial planning, discretionary portfolio management and retirement plan consulting. The firm provides ongoing asset management through LPL Financial’s Strategic Wealth Management (SWM) platform, and also advises on fee‑based annuity contracts and related retirement solutions. The firm typically builds customized asset allocation strategies that blend strategic and tactical elements, drawing on model asset allocation programs, mutual funds, ETFs and individual securities to match client objectives and risk tolerance. Hapanowicz uses a mix of quantitative tools and human judgment — including limited, supervised use of AI for research and planning — and conducts periodic portfolio reviews and client questionnaires to guide ongoing supervision. Noteworthy features include a formal participant education and enrollment program for retirement plans, where the firm provides one‑on‑one advice and group educational presentations to plan participants. The brochure also discloses a recent operational shift — the firm consolidated its asset management services into traditional asset management and ceased offering a wrap fee program in March 2026 — and it operates SWM accounts on LPL’s custodial platform, which the firm notes as the vehicle through which certain account features (such as borrowing or margin availability in separately managed accounts) may be accessed.

To learn more about the advisors currently working at Hapanowicz Financial, 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.