Haddon Wealth Management is a financial planner in Haddonfield, New Jersey, offering personalized investment management, comprehensive financial planning, estate planning, and retirement planning services. The firm serves individuals and families seeking fee-only, fiduciary-standard advice without conflicts of interest, emphasizing long-term financial success through disciplined, client-focused strategies. Based in Haddonfield, the firm serves clients nationwide, maintaining a reputation for integrity and tailored financial guidance. With a perfect 5.00 rating and positive reviews, it is recognized for its commitment to transparency and client-centered service.
Haddon Wealth Management operates as a state-registered Registered Investment Advisor (RIA) under the fiduciary standard, meaning its advice is legally required to be in the client’s best interest. The firm avoids commissions and does not sell proprietary products, allowing for unbiased recommendations. Founded by Gregory M. Hart, CFP®, the firm focuses on building customized financial plans that include investment management, tax-minimization strategies, retirement and social security analysis, education planning, and estate planning. The team maintains a small client base to ensure personalized attention, enabling regular communication through meetings, phone calls, and digital messaging.
Located at 2 Kings Hwy W #201 in Haddonfield, the firm sits just a short distance from the Haddonfield train station and the iconic Hadrosaurus (Haddy Dinosaur Statue), near the intersection of West Kings Highway and East Kings Highway. Nearby landmarks include Cara Velli's Barber Shop and Kings Guard Cleaners & Tailors, both within a quarter-mile. The office is positioned on a major road in a well-established commercial corridor, accessible to residents throughout the region.
While specific score strengths are not listed, the firm’s 5.00 rating and client-focused model reflect strong trust and satisfaction. Its emphasis on fee-only advisory services, fiduciary duty, and personalized planning distinguishes it within the local financial services landscape. Haddon Wealth Management stands as a trusted resource for residents of Haddonfield seeking thoughtful, conflict-free financial guidance.