How does the advisor help clients – Key Takeaways:
HADDON WEALTH MANAGEMENT, LLC is dedicated to helping their clients achieve their financial goals through personalized and comprehensive financial services. With a team of experienced advisors and a wide range of financial services, they are well-equipped to guide their clients in making informed decisions and achieving financial success.
Here are some key takeaways on how HADDON WEALTH MANAGEMENT, LLC helps their clients:
- Personalized financial services tailored to each client’s individual needs and goals
- Proactive and ongoing communication and support from experienced advisors
- An emphasis on long-term planning and building strong client-advisor relationships
- A commitment to transparency, integrity, and ethical practices
Facts and Insights
HADDON WEALTH MANAGEMENT, LLC is a leading wealth management firm that has been in business for over 20 years. As of 2021, the firm manages over $500 million in assets under management and has a team of 10 experienced advisors.
The team at HADDON WEALTH MANAGEMENT, LLC is committed to staying up-to-date on the latest market trends and insights. They regularly conduct in-depth research and analysis to provide their clients with valuable insights and strategies to help them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
| 2020 | $460 million | 9 |
| 2019 | $430 million | 8 |
Financial Services Offered
HADDON WEALTH MANAGEMENT, LLC offers a wide range of financial services to help their clients reach their financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning and wealth transfer
- Insurance and risk management
- Educational planning
- Business planning and succession
Client Types
HADDON WEALTH MANAGEMENT, LLC serves a diverse range of clients, including but not limited to:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
- Professionals
- Non-profit organizations
Fees & Compensation
HADDON WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means that their fees are based on a percentage of the assets under management. This allows them to remain unbiased and solely focused on managing their clients’ best interests. Their fee structure is transparent and based on the complexity of the services provided.
Background
HADDON WEALTH MANAGEMENT, LLC was founded in 2000 by John Haddon, an experienced and highly qualified financial advisor. With a background in finance and a passion for helping others achieve financial success, John set out to build a firm that prioritizes personalized service and long-term relationships with clients.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it’s important to be aware of any potential conflicts of interest. HADDON WEALTH MANAGEMENT, LLC operates with full transparency and always puts their clients’ best interests first. They have no legal or regulatory actions against them and are dedicated to ethical and responsible practices.
If you’re considering working with HADDON WEALTH MANAGEMENT, LLC, they will be happy to provide you with a copy of their Form ADV, which outlines any potential conflicts of interest and their fee structure.