Achieving your goals It starts with insightful advice

Haffner Wealth Management Group Barry Michael Haffner, Meghan Ashley Prior, Alex Casey Haffner

Haffner Wealth Management Group


phone

202-585-5440



phone

855-235-8868





address

UBS Financial Services Inc.
1501 K Street NW
Suite 1100
Washington, DC 20005



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.


Barry Haffner has been recognized as an industry leader

    • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
    • Financial Times Top 400 Advisers, 2014, 2016, 2017, 2018
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
    • Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013
    • Washingtonian Magazine, Washington DC’s Best Financial Advisers: Bank Wealth Advisors, 2016, 2018
    • Washington, DC's Best Financial Advisers, as seen in Washingtonian, 2019

Disclosure: Washington, DC's Best Financial Advisers, as seen in Washingtonian, 2019, is based on assets under management, revenue and quality of practice. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.



Insights

Creating your legacy

Creating a legacy that lasts

Building an investment plan

Building an investment plan