It’s still true:
Hard work,
perseverance
and good advice
still pay off.

Serving the quietly wealthy.

Let's Talk
Scroll Down
Financial Advisors | Halbert Hargrove

WE ARE YOUR GUIDES

i-plane

FIRST, WE NEED TO UNDERSTAND EVERYTHING
ABOUT YOUR FINANCIAL LIFE

Our relationship begins with fearless conversations. We challenge ourselves—and we’ll challenge you—to think clearly. From everyday needs to big aspirations, what matters to you? We’ll map out what it will take to get there. Our shared compass: attentiveness and accountability.

Our Process

WE ARE YOUR GURUS

i-trophy

WE’RE GOOD AT MANAGING COMPLEXITIES

What’s the ideal investment portfolio? Yours. We advise on every dimension of your wealth. That includes applying forward-thinking investment strategies, and bringing in outside expertise when needed. We’ll anticipate your risks and execute wisely, keeping a steady eye on your future.

Our Investment Approach

WE ARE YOUR GLADIATORS

i-lock

WE’VE SUCCESSFULLY PROTECTED OUR CLIENTS’ INTERESTS OVER DECADES

Everyone looks like a winner during prolonged bull markets. We prove our mettle during the difficult periods, asking tough questions and championing your interests. Our goal is for our clients to feel confident and supported. That’s because we listen well, stay disciplined—and value what we’re doing.

logo-cfe

About Us
8
Offices
AS OF 12/31/19
$2.5
Billion
In Assets
AS OF 12/31/19 see ADV
Confident CLIENTS:
700
The List Keeps Growing* *Number of high net worth individuals/families as described on our ADV Part 1 AS OF 12/31/19
31
Years in
Business
AS OF 12/31/19

Recent Awards and Rankings

  • Investment News
    Best Places to Work for Financial Advisers 2020
    2018 - 2020

    View Ranking
    Disclaimer and Methodology

  • CNBC
    FA 100: CNBC ranks the top-rated financial advisory firms
    2019

    View Ranking
    Disclaimer and Methodology

  • Financial Advisor Magazine
    RIA Survey & Ranking 2019
    2017-2019

    View Ranking
    Disclaimer and Methodology

  • Forbes
    Top Wealth Managers
    2015

    View Ranking
    Disclaimer and Methodology