Halpern Financial Inc

Financial Planning Consultants, Accounting Services, Financial Planners

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Map & DirectionsDirections401 N Washington St Ste 920Rockville, MD 20850 Write a ReviewWrite Review

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Phone: (301) 468-7766

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Central Rockville

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Affiliated Engineers Inc

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Financial Planning Consultants, Accounting Services, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (240) 268-1000

Address: 401 N Washington St Ste 920, Rockville, MD 20850

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Halpern Financial Inc

Tax Planning
As part of our Wealth Management service, we also lead and collaborate with your other financial professionals. We work with your CPA for tax planning and projections as well as your estate attorney for creative wealth preservation, asset protection, and tax saving strategies.
Charitable Giving
We provide guidance at each stage of your financial life. Whether you're focused on legacy planning, charitable giving, business planning or education planning. We are mindful of the priorities that arise at each stage of life and align your plan’s goals and risk tolerance accordingly. Our goal is to help ensure your wealth is properly managed throughout your lifetime and beyond to create a legacy across generations.
Tax Services
As Head of Planning for Halpern Financial Inc., Jennifer Davis ensures that clients receive the financial consultations they need at critical turning points in their lives—from the birth of a child to retirement. Jennifer provides planning expertise covering a variety of topics, from cash flow planning, debt reduction, insurance analysis, tax management, retirement projections and retirement income security planning. She helps to analyze and evaluate each client’s current financial status and goals, then develops and tests optimal recommendations to bridge the gap between where they are today and where they want to be.
Tax Deductions

Investment Management
Our investment philosophy is influenced by Nobel Prize-award-winning research on Modern Portfolio Theory and Efficient Markets by economist, Eugene Fama. His work set the stage for modern portfolio management and provides a great starting point to find the ideal asset mix for each client’s needs, all while weighing potential risks and returns.
Wealth Management
Financial education doesn't have to be boring. Learn how to live your best financial life with popular blog topics from Halpern Financial. When you subscribe, you will receive a welcome email as well as all future blog posts on personal finance and wealth management. Click the button below to sign up.

Accounting Services

Financial Planning
With over 20 years of experience in financial planning for executives, we’re ready to tailor your plan based around your specific goals and circumstances. Here are just some of the services we provide...
Retirement Planning
Planning for a successful retirement is about so much more than running the numbers. It's about discovering your true retirement readiness and gaining peace of mind about your future. Through our retirement readiness process, a detailed assessment of your resources is used to create a sustainable, tax-efficient withdrawal strategy, one that will meet your lifestyle expectations without sacrificing your other financial goals.
Asset Management
As the Director of Portfolio Management for Halpern Financial Inc., Kirsty is responsible for the design, coordination, and application of investment strategies in client portfolios. This includes the ongoing analysis of economic data, asset classes and client-specific data. She monitors news, global economic developments, balances, cost basis, activity and portfolio holdings. She keeps clients in touch with their investments and how their portfolio responds to market movements and various economic and market scenarios. Kirsty is responsible for a broad array of customized portfolio strategies including the concepts of asset allocation, portfolio optimization, cash flow, tax efficiency and retirement planning. Kirsty is a member of the firm's Investment Research Team, and contributes her expertise to the Smarter Investor column at
Gifting Strategies
We believe money is best spent when it is enhancing the lives of our clients or those people and organizations most important to them. We work with our clients to make the most of their wealth through tax-efficient gifting and charitable planning. We offer custom philanthropic gifting strategies many of our clients have never even considered from Donor-Advised Funds to private foundations. We also coordinate giving with your estate plan to minimize taxes and optimize impact.
College Funding
Melissa maintains an active presence in the financial community, frequently participating as a guest speaker at industry conferences and contributing thought leadership articles and insight to prominent financial publications including syndicated articles for nationwide publications, such as the Wall Street Journal, and has been quoted in Bloomberg, US News and CNBC. She has also appeared as a guest on Sirius XM Radio’s “Your Money” and the “Martinis and Your Money” podcast. She has written several articles about college funding, and is the author of
Asset Protection
Every client or family deserves a personal approach to wealth management, one that aligns what they value most with how they allocate their resources. From cash flow to investment management, asset protection to tax minimization, our experienced and credentialed wealth strategists build your financial plan based on your unique situation. As life changes and your needs evolve, we monitor and update your wealth plan to ensure your goals remain in focus.

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