Haddon Planning Group

Personalized Solutions to Fit your Life

Financial planner in Bala Cynwyd, PA (show on map)

Independent financial advisory firm in Newtown, PA established in 1981, serving individuals, families and businesses with retirement planning, investment management, and wealth management.

Call (856) 428-5300

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About

Haddon Planning Group is an independent financial advisory firm established in 1981, located in Newtown, Pennsylvania. The firm works with individuals, families, and businesses to help them define and achieve their financial goals.

With over 4,000 satisfied clients and over $550 million in assets under management, they provide services including retirement planning, investment management, estate planning, insurance services, and tax planning. The firm emphasizes a consultative approach and long-term relationships built on trust.

Over 40 years of experience (established 1981)

Over 4,000 satisfied clients

Over $550 million in assets under management

Independent financial advisory firm (not tied to a large institution)

Customized, consultative approach

Securities offered through Osaic Wealth, Inc. (FINRA/SIPC member)

Services

Retirement Planning

Comprehensive retirement planning services to help individuals and businesses prepare for a secure financial future.

401(k) plans 403(b) plans IRAs Roth IRAs Profit sharing plans

Investment Management

Professional investment management services with personalized portfolio strategies.

Wealth management Portfolio management Index annuities Fixed annuities Mutual funds

Estate Planning

Strategic estate planning services to help protect and transfer wealth to beneficiaries.

Estate transfer Trust planning Wealth preservation

Insurance Services

Comprehensive insurance products including life insurance, disability insurance, and long-term care coverage.

Life insurance Disability income insurance Long-term care insurance Group insurance

Business Planning

Business succession planning, retirement plan solutions, and executive compensation planning for business owners.

Succession planning Business owner planning Executive compensation 401(k) plans for businesses

Credentials & Certifications

FINRA/SIPC Member

SEC Registered Investment Advisor

Frequently Asked Questions

What services does Haddon Planning Group offer? +

Haddon Planning Group offers retirement planning, investment management, estate planning, insurance services, and business planning including succession planning and executive compensation solutions.

Where is Haddon Planning Group located? +

Haddon Planning Group is located in Newtown, Pennsylvania. Their office address is 856-428-5300.

How long has Haddon Planning Group been in business? +

Haddon Planning Group has been established since 1981, making it over 40 years old.

Does Haddon Planning Group work with businesses? +

Yes, Haddon Planning Group works with businesses providing retirement plan solutions, business owner planning, succession planning, and executive compensation solutions. They serve over 4,000 businesses and individuals.

What is Jake Reardon's background? +

Jake Reardon is the CEO and Principal of Haddon Planning Group. He started his financial career at Ameriprise at age 21, managed 25 advisors at BCG Securities for nearly 17 years, and later acquired Haddon Planning Group from a retiring owner. He has a background in crew team rowing and has completed IronMan Triathlon and Boston Marathon.

What is the firm's investment approach? +

Haddon Planning Group emphasizes a consultative approach, working to understand each client's unique financial situation, goals, and risk tolerance to develop customized financial strategies.

Does Haddon Planning Group offer virtual services? +

The firm operates as a traditional advisory firm. Clients can access their accounts through the client portal mentioned on the website. Specific virtual service capabilities are not explicitly stated in the text.