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Advisor Services

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Funds Used With Clients

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Firm Client types



No timeline events available.
Employer Years Dates
Haddon Wealth Management, LLC 4 years, 11 months May 2015 - Present
Pnc Wealth Management 6 years, 10 months Jul 2008 - May 2015

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The 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 Planner
    Certified Financial Planner
    A 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
    *Articles are published by advisors without compensation.


    Ask 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
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Mar 22, 2020
      • license status
        Not registered
      • disclosures
      • as of date
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


      Haddon Wealth Management, LLC

      Last updated on March 21, 2020
        • $36.3M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 100
        • $362.6K
          Estimated Average Account Balance


      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees