HABERKORN FINANCIAL SERVICES, INC.

Overview

Haberkorn Financial Services, Inc. is a small, fee-based advisory firm that manages discretionary portfolios primarily for individuals, families and small businesses. The firm operates as a corporate entity under individual ownership and combines investment advisory with accounting-related services, positioning itself to handle both portfolio construction and tax/accounting considerations for clients. Investment activity is focused on publicly available fund vehicles rather than direct, concentrated equity bets; the firm favors mutual funds and other pooled public funds and uses corporate debt exposure in client portfolios where appropriate. Haberkorn does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices