Message from Our Founder

“The oak tree, as our corporate symbol, is an important manifestation of our mission on behalf of our clients, because investing is much like planting an acorn and nurturing its growth.  You begin by creating an environment that provides the greatest opportunity for steady development, focusing on a long-term commitment that will eventually produce optimum results.

As time passes, from a tiny acorn the sapling begins to flourish. There is no radical change in its care. When bad weather comes, you do not uproot the tree to protect it. Instead, you remain calm in the faith that fairer days lie ahead. At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams.”

Robert W. Halliday, Ph.D., Founder

About Us

Since 1982, Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse financial objectives of our clients. We are an independent financial services firm with access to a robust platform of investments without the trappings and restraints of a massive bank, insurance company or wire-house. Each of the financial advisors located in our regional offices is proud to serve the group of clients most in need of his or her assistance. From college educators, to institutional accounts; from business owners to wealthy families; from retirement plans to retirees; Halliday Financial brings solutions to financial problems and thoughtful strategies to financial opportunities.

At Halliday Financial, it is our mission to help our clients solve problems, specifically a range of financial problems. At Halliday Financial, we use a full spectrum of financial services to navigate every major obstacle in our clients’ financial lives. Because we are an independent financial services firm, we have no proprietary products to push.  Our role is to help clients make smart decisions about their money. We understand that each client has unique needs and provide personalized solutions based on their goals, objectives and concerns.

By exploring the Investment Services, Wealth Management, Financial Planning, Insurance Services and Trust Services sections of this website, you will discover just how much Halliday Financial has to offer our advisors and our clients.

When you read our mission and our guiding principles, you can truly understand our firm’s philosophies and the manner in which decisions are made.

Our Mission

We provide financial solutions to serious clients who value advice and comprehensive strategies implemented with enthusiasm, intelligence and discipline.

Guiding Principles

Our clients’ objectives are paramount.

The highest level of client service is essential.

We embrace different opinions, work styles and personal attributes.

We only achieve our goals after our clients achieve theirs.

We are motivated, productive and disciplined.

Individual initiative and professional responsibility significantly contribute to our success.

Personal excellence is built through continuous learning and self-improvement.

Camaraderie is an essential element of a successful professional relationship.

Balancing work and family supports our success.

Contact Us

At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams. Contact us today…