Escient Financial
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

Not Your Typical Financial Planning

& Investment Advisory Firm

Advice-Only

  • You will not be sold a product
  • Leave your accounts where they are.
  • Financial planning and investment advice –  Simplified!  Learn More

Fee-Only

  • No investment product sales
  • No commissions or fees when you invest in any specific investments. represent any product or company  Learn More

Fiduciary

  • Fiduciary duty to put your interests first
  • Advice you're given will always be what is believed to be best for you  Learn More

Flat-Fee

  • Simple with simple flat fees so you always know how much you're paying and what you're paying for
  • No percentages. No confusion.  Learn More

Asset Agnostic

  • No minimum amount of investments
  • No need to transfer or move investments

Independent

  • Not bound by special interests of a larger financial institution
  • Recommendations of financial investments that are truly in your best interest

Virtual

  • Enjoy the flexibility of working with a financial planner/advisor from the comfort of your own home, or anywhere you currently are
  • Get started on the path to your financial future with a simple Internet connection or a phone

Thoughtful

  • With Escient Financial you get an advisor that can understand your personal situation and cares about your future.

The Right Solutions

to Build Your Future

Personalized

Real Comprehensive
Financial Planning

Build your financial future with a simple, 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 digital assets (Bitcoin and cryptocurrency) necessary to provide advice on portfolio construction and analysis, self-custody solutions, tax planning, estate planning, and more with digital assets. Learn More

Are You Asking Yourself Any of These Questions?

Will I have enough saved for my retirement?
How am I going to get out of debt?
Do I have the right insurance?
What are the right investments for me?
What will I be able to leave for my children and heirs?
When will I be able to retire?
How do I figure out what my goals should be?
How will I be able to purchase a home?
How can I pay for my child's college education?
How can I control my spending?
How much should I be saving and investing?
Where should I save and invest my money?
Which employee benefit options should I choose?
When should I start collecting Social Security?
How can I reduce my taxes?
How much money should I have save for emergencies?

Then You Need Escient Financial
as Your Financial Planner

Find Out More with a FREE Introductory Meeting

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.

You Have Goals...

Escient Financial
​Will Help You Reach Them

Find Out More with a FREE Introductory Meeting

You Have Goals

Escient Financial
​Will Help You Reach Them

Find Out More with a FREE Introductory Meeting

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