IN THE LONG RUN,
EXCELLENCE
INVARIABLY WINS

About Halbert Hargrove

WE BELIEVE IN
BUILDING GREAT
RELATIONSHIPS

We are an employee-owned firm that has strategically grown from a trusted family business. Over the decades, we’ve steadily fought to defend our clients’ legacies. Today, we’re promoting a new generation of leadership. Our principles remain deeply rooted: Family, loyalty, discipline, patient capital, an entrepreneurial spirit, freedom to excel, joy in work done well—and giving back.

60%
Clients
With Us 5 or
More Years
AS OF 6/30/16
18
CFP®
Professionals
And just as many MBA's
AS OF 6/30/16
Our Associates
Stay & Grow with us

9
Years
Average Employment
AS OF 6/30/16
Retention
95%
5 Year Average
AS OF 12/31/15

Our Difference

Awards & Accolades