Mike Halper
CFP®, SE-AWMA®, CDAA
Founder & Financial Planner
Real Financial Planning & Advice
that Makes a Difference in Your Life
Mike Halper
CFP®, SE-AWMA®, CDAA
Founder & Financial Planner
The Right Solutions
to Build Your Future
Personalized
Real Comprehensive
Financial Planning
Build your financial future with a modern digital experience that supports your journey to achieving your goals and financial prosperity. Learn More
Personalized
Investment Advice
Embark on your journey to financial prosperity with supportive, modern, and empathetic investment advice. Escient Financial provides investment advice on traditional investments, as well as digital assets and cryptocurrency. Learn More
Personalized
Digital Assets Advice
As a Certified Digital Asset Advisor, Escient Financial has the expertise with Bitcoin and cryptocurrencies necessary to provide advice on portfolio construction and analysis, self-custody solutions, tax planning, estate planning, and more with digital assets. Learn More
Personalized
Investment Management
If you want a professional to manage your investments for you, Escient Financial's Investment Management service can provide management of your traditional and digital asset investment accounts that adheres to your personalized financial plan and investment strategy. Learn More
Not Your Typical Financial Planning
& Investment Advisory Firm
Not Your Typical Financial Planning
& Investment Advisory Firm
Flat-Fee
Simple flat fees so you always know how much you're paying and what you're paying for. No percentages. No confusion.
Fee-Only
No investment product sales. No commissions or fees when you invest in any specific investments.
Fiduciary
Escient Financial has a fiduciary duty to put your interests first. Advice you're given will always be what is believed to be best for you.
Advice-Only
Receive investment advice and recommendations, and leave your accounts where they are. Financial planning and investment advice – Simplified!
Optional Investment Management
Professional, non-discretionary investment management with traditional and digital asset accounts.
Flexible
No required minimum amount of investments. No minimum net worth. No need to transfer or move investments. Your finances, your way.
Independent
Escient Financial is not bound by special interests of a larger financial institution and provides advice and recommendations that are truly in your best interest.
Thoughtful
With Escient Financial you get an advisor who can understand your personal situation and cares about your future.
Virtual
Enjoy the flexibility of working with a financial advisor from anywhere you currently are. Get started on the path to your financial future with a simple Internet connection or a phone.
Escient Financial's
Core Principles
Personalized
Every aspect of your experience with Escient Financial will be personalized to meet your needs and your unique situation.
Relationships
We'll establish a personal relationship so that you are comfortable discussing your finances and other matters of your life.
Education
Every aspect of your financial plan will be explained so you understand why the advice and recommendations are being made.
Privacy
Your information isn't shared with anyone so you can be confident that your confidentiality and privacy are taken very seriously.
Transparency
Honesty and openness are important to a successful relationship. You will always know where you stand and what is being done for you.
Collaboration
Your financial journey will be collaborative so that we can work as a team and succeed in achieving your goals.
RECENT ESCIENT FINANCIAL INSIGHTS
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- recommended third-party reads
- selected Picture of the Week
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