Funds Used With Clients
Firm Client types
|Haddon Wealth Management, LLC||4 years, 2 months||May 2015 - Present|
|Pnc Wealth Management||6 years, 10 months||Jul 2008 - May 2015|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Gregory Hart
5 Steps To Get Your Financial House In Order
Published 2019-04-20 12:32:24
AnswersAsk a financial questionAsk a question
|I need help rolling over this plan to my current plan?
Not exactly sure what type of plan you are referring to but typically you'll want to enact a "trustee to trustee" type transfer, so you can avoid taxes, when you roll it over....  (more)
Answered Apr 2019
|Workedfor Independence, marfork coal wv from 02 to 07. I haven't received a statement for 401K. How do I find my money?
There should be a human resources person/office to contact and they should be able to lead you in the right direction. Here's some contact info: Independence Coal Company, Inc782 Robinson Creek RoadMadison, WV 25130(304) 369-7108Marfork Coal Company, IncRoute 3 Over 1Pettus, WV 25209(304) ...  (more)
Answered Sep 2015
Licenses & Conducts
Haddon Wealth Management, LLC
$27.0MTotal Assets Under Management
N/ATotal Assets Under Advisement
$403.2KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Fixed Fees