The H&A Approach

Working with a wealth management firm works best when it extends beyond a transactional business relationship and takes into account who you are and what matters most to you. That’s why Hapanowicz & Associates is different. We’re a team of seasoned and highly experienced financial advisors and professionals who are not only focused on your assets and investments, but most importantly, we are focused on you.

We match three market cycles-worth of investment advice to your financial and life circumstances so that we apply the appropriate wealth management practices with an understanding of who you are, what is important to you, what you want to achieve, and how we can help you get there.