Haddon Wealth Management of Haddonfield

Haddon Wealth Management is a Financial Planner in Haddonfield, NJ, located at 2 Kings Hwy W #201. The firm is a fee-only registered investment advisory firm led by Founder and Managing Director Gregory M. Hart, CFP®, who has provided financial advisory services since 1991. Haddon Wealth Management operates under the fiduciary standard, ensuring advice is in the client’s best interest without commission or product sales. Services include investment management, comprehensive financial planning, estate planning, and retirement planning. The firm offers complimentary “Get Acquainted” meetings to discuss services and client needs. Contact information includes [email protected] and phone number 856-888-1744.

Gregory M. Hart began his financial advisory career in 1991 as an advisor at CIGNA Financial Advisors, working with high net worth individuals and small business owners on financial planning, estate planning, business succession planning, and investment management. For nearly 20 years following 1995, he worked for major asset and wealth management firms. He founded Haddon Wealth Management to provide a personalized, all-encompassing financial-advice experience customized for unique situations, distinct from typical Wall Street firms or big banks. The firm is not on commission, has no products to sell, and is not limited to a narrow investment platform.

Investment management at Haddon Wealth Management involves implementing solid fundamental investment principles in a disciplined fashion. The firm builds and manages investment portfolios using sophisticated modeling to provide steady returns and avoid severe volatility. Portfolios are managed in a cost-effective way, taking into consideration trading costs, fund fees, and income tax implications. The firm stays nimble, looking for signs of market turns and advising clients of changes through regular meetings, emails, and texts. To ensure proper service, the firm maintains a small, manageable book of business.

Comprehensive financial planning includes a combined investment and retirement plan, year-by-year cash flow analysis, tax-minimization estate planning, social security decision analysis, and education planning. Estate planning is designed to be clear and all-encompassing, working within changing tax laws. The Certified Financial Planner designation requires adherence to the ethics and code of conduct of the Certified Financial Planning program and the CFP Board’s standards of conduct.

Haddon Wealth Management holds a 5.00 rating based on customer reviews. The firm serves clients in Haddonfield and nationwide. Gregory M. Hart delivers advice to clients on various financial matters, providing investment management and comprehensive financial and estate planning on a fee-only advisory basis. The firm’s loyalty is to the client and what is in their best interest.

The firm is situated on Kings Hwy W in Haddonfield, NJ, just steps from West Kings Highway and East Kings Highway. It is located about a tenth of a mile from the Haddonfield train station and the Hadrosaurus monument.

BizScoreAI awarded the business a Technical score of 84 out of 100, which ensures the website is secure and readable by search engines without errors. The firm also received a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page so the business can be recommended by AI assistants.