Haller Wealth Management Group

Specialties

We tailor each investment strategy to meet the needs of our clients. Our active approach to managing your investments is ideal in such a volatile market.

Haller Wealth Management Group is an independent, family-​owned firm. We have extensive research capabilities from LPL Financial, the nation’s largest independent brokerage firm*. There are no investment banking activities, no proprietary financial products – just experienced professionals dedicated to providing intelligent, innovative solutions to satisfy our clients’ financial needs and concerns.

Call today to meet your investment rep.

History

Established in 1993.

We are a family-​owned business that has been serving the people of greater Delaware County since 1993. Our team of Wealth Managers have over 60 combined years of experience to guide you on your financial journey.